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 5-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 | $61,055 | $86,929-29.8% | $102,423-40.4% | $80,856-24.5% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.6%+28.7pp |
| Annual return | 232.20% | 18.88%+213.3pp | 29.32%+202.9pp | 35.59%+196.6pp |
| Employer contribution / active EE | $2,630 | $2,369+11.0% | $3,023-13.0% | $2,755-4.5% |
| Participant deferral / active EE | $7,045 | $4,118+71.1% | $5,053+39.4% | $4,296+64.0% |
| Admin fee / account holder | $10,547 | $8,049+31.0% | $9,451+11.6% | $6,918+52.5% |