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 | $194,280 | $102,317+89.9% | $146,958+32.2% | $80,856+140.3% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.2%-6.2pp | 67.6%+8.4pp |
| Annual return | 23.22% | 134.76%-111.5pp | 418.34%-395.1pp | 35.59%-12.4pp |
| Employer contribution / active EE | $8,738 | $3,713+135.3% | $4,933+77.1% | $2,755+217.2% |
| Participant deferral / active EE | $10,090 | $6,644+51.9% | $8,070+25.0% | $4,296+134.9% |
| Admin fee / account holder | $20,308 | $7,941+155.7% | $12,998+56.2% | $6,918+193.6% |