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 | $104,208 | $109,881-5.2% | $150,045-30.5% | $84,808+22.9% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 84.34% | 28.25%+56.1pp | 62.55%+21.8pp | 40.90%+43.4pp |
| Employer contribution / active EE | $6,357 | $3,561+78.5% | $4,693+35.5% | $2,631+141.6% |
| Participant deferral / active EE | $18,901 | $6,636+184.8% | $7,997+136.3% | $4,212+348.8% |
| Admin fee / account holder | $12,295 | $8,568+43.5% | $13,435-8.5% | $7,344+67.4% |