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 | $175,790 | $156,846+12.1% | $121,098+45.2% | $139,434+26.1% |
| Participation rate | 94.4% | 76.4%+18.0pp | 69.5%+25.0pp | 80.3%+14.1pp |
| Annual return | 14.03% | 1474.56%-1460.5pp | 985.75%-971.7pp | 372.94%-358.9pp |
| Employer contribution / active EE | $2,341 | $5,536-57.7% | $4,164-43.8% | $4,751-50.7% |
| Participant deferral / active EE | $6,466 | $4,844+33.5% | $4,080+58.5% | $6,710-3.6% |
| Admin fee / account holder | $901 | $6,946-87.0% | $5,644-84.0% | $11,403-92.1% |