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 4-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 | $248,852 | $202,432+22.9% | $169,368+46.9% | $139,434+78.5% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | 48.44% | 531.74%-483.3pp | 405.60%-357.2pp | 372.94%-324.5pp |
| Employer contribution / active EE | $11,559 | $4,692+146.3% | $4,013+188.1% | $4,751+143.3% |
| Participant deferral / active EE | $17,746 | $6,938+155.8% | $6,221+185.2% | $6,710+164.5% |
| Admin fee / account holder | $3,787 | $10,708-64.6% | $9,003-57.9% | $11,403-66.8% |