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 7-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 | $54,337 | $159,901-66.0% | $146,958-63.0% | $145,922-62.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 45.53% | 98.13%-52.6pp | 418.34%-372.8pp | 561.29%-515.8pp |
| Employer contribution / active EE | $6,234 | $5,286+17.9% | $4,933+26.4% | $4,660+33.8% |
| Participant deferral / active EE | $13,664 | $8,428+62.1% | $8,070+69.3% | $6,688+104.3% |
| Admin fee / account holder | $23,791 | $15,044+58.1% | $12,998+83.0% | $13,397+77.6% |