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 | $204,477 | $102,317+99.8% | $146,958+39.1% | $80,856+152.9% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 13.51% | 134.76%-121.3pp | 418.34%-404.8pp | 35.59%-22.1pp |
| Employer contribution / active EE | $4,213 | $3,713+13.5% | $4,933-14.6% | $2,755+52.9% |
| Participant deferral / active EE | $10,943 | $6,644+64.7% | $8,070+35.6% | $4,296+154.7% |
| Admin fee / account holder | $2,459 | $7,941-69.0% | $12,998-81.1% | $6,918-64.5% |