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 9-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 | $205,543 | $105,181+95.4% | $159,436+28.9% | $85,850+139.4% |
| Participation rate | 95.5% | 75.8%+19.7pp | 82.8%+12.6pp | 69.3%+26.1pp |
| Annual return | 18.97% | 45.07%-26.1pp | 263.57%-244.6pp | 318.53%-299.6pp |
| Employer contribution / active EE | $5,001 | $3,318+50.7% | $4,829+3.6% | $2,565+95.0% |
| Participant deferral / active EE | $5,403 | $5,945-9.1% | $7,352-26.5% | $3,952+36.7% |
| Admin fee / account holder | $4,997 | $6,933-27.9% | $10,799-53.7% | $6,260-20.2% |