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 | $77,960 | $70,606+10.4% | $53,898+44.6% | $142,382-45.2% |
| Participation rate | 76.9% | 63.7%+13.2pp | 55.0%+22.0pp | 80.1%-3.2pp |
| Annual return | 13.61% | 619.81%-606.2pp | 528.60%-515.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $1,651 | $1,202+37.3% | $932+77.1% | $4,299-61.6% |
| Participant deferral / active EE | $6,206 | $2,364+162.5% | $1,826+239.8% | $6,507-4.6% |
| Admin fee / account holder | $3,527 | $2,852+23.7% | $2,491+41.6% | $12,624-72.1% |