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 8-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 | $230,201 | $175,202+31.4% | $149,673+53.8% | $139,434+65.1% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 16.24% | 166.71%-150.5pp | 134.42%-118.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $7,007 | $5,474+28.0% | $4,818+45.4% | $4,751+47.5% |
| Participant deferral / active EE | $6,030 | $6,519-7.5% | $5,680+6.2% | $6,710-10.1% |
| Admin fee / account holder | $5,836 | $16,150-63.9% | $13,210-55.8% | $11,403-48.8% |