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 | $217,665 | $156,846+38.8% | $121,098+79.7% | $139,434+56.1% |
| Participation rate | 83.3% | 76.4%+6.9pp | 69.5%+13.8pp | 80.3%+3.0pp |
| Annual return | 21.71% | 1474.56%-1452.8pp | 985.75%-964.0pp | 372.94%-351.2pp |
| Employer contribution / active EE | $5,336 | $5,536-3.6% | $4,164+28.2% | $4,751+12.3% |
| Participant deferral / active EE | $15,318 | $4,844+216.2% | $4,080+275.5% | $6,710+128.3% |
| Admin fee / account holder | $1,302 | $6,946-81.3% | $5,644-76.9% | $11,403-88.6% |