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 3-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 | $82,505 | $70,606+16.9% | $53,898+53.1% | $142,382-42.1% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 26.95% | 619.81%-592.9pp | 528.60%-501.7pp | 217.08%-190.1pp |
| Employer contribution / active EE | $1,955 | $1,202+62.6% | $932+109.8% | $4,299-54.5% |
| Participant deferral / active EE | $4,477 | $2,364+89.4% | $1,826+145.2% | $6,507-31.2% |
| Admin fee / account holder | $385 | $2,852-86.5% | $2,491-84.5% | $12,624-97.0% |