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 6-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 | $133,440 | $93,170+43.2% | $100,534+32.7% | $84,808+57.3% |
| Participation rate | 86.2% | 75.8%+10.4pp | 80.6%+5.6pp | 68.3%+17.9pp |
| Annual return | 231.60% | 47.13%+184.5pp | 32.66%+198.9pp | 40.90%+190.7pp |
| Employer contribution / active EE | $10,442 | $3,985+162.1% | $4,346+140.2% | $2,631+296.9% |
| Participant deferral / active EE | $15,492 | $5,699+171.9% | $6,144+152.2% | $4,212+267.8% |
| Admin fee / account holder | $12,115 | $7,382+64.1% | $7,654+58.3% | $7,344+65.0% |