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 3-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 | $119,774 | $96,128+24.6% | $136,007-11.9% | $80,856+48.1% |
| Participation rate | 75.7% | 71.2%+4.4pp | 76.5%-0.8pp | 67.6%+8.0pp |
| Annual return | 198.56% | 28.71%+169.9pp | 579.32%-380.8pp | 35.59%+163.0pp |
| Employer contribution / active EE | $6,109 | $3,351+82.3% | $4,217+44.9% | $2,755+121.8% |
| Participant deferral / active EE | $9,124 | $5,709+59.8% | $7,025+29.9% | $4,296+112.4% |
| Admin fee / account holder | $8,177 | $8,236-0.7% | $6,858+19.2% | $6,918+18.2% |