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 8-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 | $241,634 | $81,248+197.4% | $155,509+55.4% | $80,856+198.8% |
| Participation rate | 92.0% | 66.2%+25.8pp | 78.2%+13.8pp | 67.6%+24.4pp |
| Annual return | 46.38% | 33.31%+13.1pp | 64.67%-18.3pp | 35.59%+10.8pp |
| Employer contribution / active EE | $10,765 | $3,100+247.2% | $4,672+130.4% | $2,755+290.8% |
| Participant deferral / active EE | $18,430 | $3,452+434.0% | $5,626+227.6% | $4,296+329.0% |
| Admin fee / account holder | $9,549 | $7,997+19.4% | $15,912-40.0% | $6,918+38.0% |