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 | $106,578 | $54,762+94.6% | $90,281+18.1% | $72,985+46.0% |
| Participation rate | 93.5% | 65.1%+28.4pp | 73.3%+20.3pp | 69.5%+24.1pp |
| Annual return | 250.15% | 30.63%+219.5pp | 78.10%+172.1pp | 81.00%+169.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,017 | $2,887-64.8% | $3,885-73.8% | $3,607-71.8% |
| Admin fee / account holder | $2,149 | $3,972-45.9% | $5,351-59.8% | $5,124-58.1% |