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 10-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 | $235,848 | $61,774+281.8% | $97,226+142.6% | $80,856+191.7% |
| Participation rate | 86.5% | 63.5%+23.0pp | 72.7%+13.8pp | 67.6%+18.8pp |
| Annual return | 11.91% | -557.90%+569.8pp | 75.13%-63.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $3,583 | $1,837+95.1% | $2,729+31.3% | $2,755+30.1% |
| Participant deferral / active EE | $8,914 | $3,029+194.3% | $4,264+109.1% | $4,296+107.5% |
| Admin fee / account holder | $8,710 | $5,166+68.6% | $5,654+54.1% | $6,918+25.9% |