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 | $69,606 | $94,338-26.2% | $100,534-30.8% | $142,382-51.1% |
| Participation rate | 87.5% | 81.7%+5.8pp | 80.6%+6.9pp | 80.1%+7.4pp |
| Annual return | 73.26% | 29.20%+44.1pp | 32.66%+40.6pp | 217.08%-143.8pp |
| Employer contribution / active EE | $6,474 | $4,237+52.8% | $4,346+49.0% | $4,299+50.6% |
| Participant deferral / active EE | $9,246 | $5,934+55.8% | $6,144+50.5% | $6,507+42.1% |
| Admin fee / account holder | $11,989 | $8,421+42.4% | $7,654+56.6% | $12,624-5.0% |