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 | $178,796 | $58,694+204.6% | $142,863+25.2% | $85,850+108.3% |
| Participation rate | 76.3% | 58.5%+17.8pp | 71.9%+4.4pp | 69.3%+7.0pp |
| Annual return | 24.98% | 27.72%-2.7pp | 5637.54%-5612.6pp | 318.53%-293.6pp |
| Employer contribution / active EE | $4,951 | $1,423+248.0% | $4,144+19.5% | $2,565+93.0% |
| Participant deferral / active EE | $10,254 | $2,607+293.3% | $3,837+167.2% | $3,952+159.5% |
| Admin fee / account holder | $16,864 | $4,239+297.8% | $6,560+157.1% | $6,260+169.4% |