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 | $124,030 | $53,127+133.5% | $86,590+43.2% | $70,131+76.9% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 17.15% | 27.66%-10.5pp | 964.84%-947.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $2,196 | $2,068+6.2% | $2,839-22.6% | $2,342-6.2% |
| Participant deferral / active EE | $4,681 | $2,696+73.6% | $3,609+29.7% | $3,332+40.5% |
| Admin fee / account holder | $5,335 | $3,585+48.8% | $4,906+8.8% | $4,645+14.9% |