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 3-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 | $47,647 | $177,572-73.2% | $154,803-69.2% | $142,382-66.5% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.1%+15.7pp | 80.1%+13.6pp |
| Annual return | 263.65% | 65.07%+198.6pp | 58.88%+204.8pp | 217.08%+46.6pp |
| Employer contribution / active EE | $2,636 | $4,810-45.2% | $4,305-38.8% | $4,299-38.7% |
| Participant deferral / active EE | $7,393 | $6,272+17.9% | $5,540+33.4% | $6,507+13.6% |
| Admin fee / account holder | $1,645 | $16,786-90.2% | $14,329-88.5% | $12,624-87.0% |