See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,769 | $96,305+26.4% | $80,569+51.1% | $139,434-12.7% |
| Participation rate | 94.4% | 73.6%+20.8pp | 67.0%+27.4pp | 80.3%+14.1pp |
| Annual return | 13.80% | 1350.08%-1336.3pp | 935.43%-921.6pp | 372.94%-359.1pp |
| Employer contribution / active EE | $5,896 | $3,262+80.7% | $2,723+116.5% | $4,751+24.1% |
| Participant deferral / active EE | $13,067 | $5,232+149.8% | $4,447+193.8% | $6,710+94.7% |
| Admin fee / account holder | $2,155 | $6,599-67.3% | $5,377-59.9% | $11,403-81.1% |