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 | $112,883 | $86,929+29.9% | $102,423+10.2% | $80,856+39.6% |
| Participation rate | 96.0% | 72.4%+23.6pp | 76.5%+19.5pp | 67.6%+28.4pp |
| Annual return | 307.35% | 18.88%+288.5pp | 29.32%+278.0pp | 35.59%+271.8pp |
| Employer contribution / active EE | $1,447 | $2,369-38.9% | $3,023-52.1% | $2,755-47.5% |
| Participant deferral / active EE | $2,019 | $4,118-51.0% | $5,053-60.0% | $4,296-53.0% |
| Admin fee / account holder | $5,736 | $8,049-28.7% | $9,451-39.3% | $6,918-17.1% |