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 | $223,469 | $148,534+50.4% | $135,903+64.4% | $139,434+60.3% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 4834.73% | 79.19%+4755.5pp | 68.23%+4766.5pp | 372.94%+4461.8pp |
| Employer contribution / active EE | $4,099 | $5,243-21.8% | $4,856-15.6% | $4,751-13.7% |
| Participant deferral / active EE | $8,104 | $8,1000% | $7,758+4.5% | $6,710+20.8% |
| Admin fee / account holder | $6,317 | $12,400-49.1% | $10,762-41.3% | $11,403-44.6% |