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 | $55,566 | $209,832-73.5% | $189,513-70.7% | $167,490-66.8% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 19.21% | 748.27%-729.1pp | 555.15%-535.9pp | 478.56%-459.4pp |
| Employer contribution / active EE | $7,725 | $6,914+11.7% | $6,162+25.4% | $4,837+59.7% |
| Participant deferral / active EE | $16,107 | $8,935+80.3% | $8,221+95.9% | $6,341+154.0% |
| Admin fee / account holder | $2,349 | $14,293-83.6% | $12,045-80.5% | $12,309-80.9% |