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 | $210,792 | $112,096+88.0% | $95,952+119.7% | $158,922+32.6% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | 9.82% | 171.09%-161.3pp | 91.61%-81.8pp | 302.83%-293.0pp |
| Employer contribution / active EE | $3,021 | $3,198-5.5% | $2,541+18.9% | $4,761-36.6% |
| Participant deferral / active EE | $8,680 | $4,784+81.4% | $4,167+108.3% | $5,982+45.1% |
| Admin fee / account holder | $4,259 | $10,130-58.0% | $6,795-37.3% | $11,246-62.1% |