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 | $104,596 | $48,046+117.7% | $84,611+23.6% | $72,985+43.3% |
| Participation rate | 97.3% | 57.6%+39.7pp | 68.2%+29.1pp | 69.5%+27.8pp |
| Annual return | 22.13% | 37.38%-15.2pp | 258.74%-236.6pp | 81.00%-58.9pp |
| Employer contribution / active EE | $5,450 | $1,602+240.3% | $2,652+105.5% | $2,440+123.4% |
| Participant deferral / active EE | $7,834 | $2,680+192.3% | $3,899+100.9% | $3,607+117.2% |
| Admin fee / account holder | $2,248 | $3,395-33.8% | $4,912-54.2% | $5,124-56.1% |