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 10-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 | $58,436 | $112,096-47.9% | $95,952-39.1% | $158,922-63.2% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 214.14% | 171.09%+43.0pp | 91.61%+122.5pp | 302.83%-88.7pp |
| Employer contribution / active EE | $3,004 | $3,198-6.1% | $2,541+18.2% | $4,761-36.9% |
| Participant deferral / active EE | $7,231 | $4,784+51.1% | $4,167+73.5% | $5,982+20.9% |
| Admin fee / account holder | $8,006 | $10,130-21.0% | $6,795+17.8% | $11,246-28.8% |