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 | $55,007 | $202,432-72.8% | $169,368-67.5% | $139,434-60.5% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 45.28% | 531.74%-486.5pp | 405.60%-360.3pp | 372.94%-327.7pp |
| Employer contribution / active EE | $3,590 | $4,692-23.5% | $4,013-10.5% | $4,751-24.4% |
| Participant deferral / active EE | $8,351 | $6,938+20.4% | $6,221+34.2% | $6,710+24.5% |
| Admin fee / account holder | $400 | $10,708-96.3% | $9,003-95.6% | $11,403-96.5% |