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 | $229,039 | $60,124+280.9% | $90,404+153.4% | $79,858+186.8% |
| Participation rate | 96.9% | 65.0%+31.9pp | 72.7%+24.2pp | 69.6%+27.2pp |
| Annual return | 37.11% | 71.94%-34.8pp | 1293.02%-1255.9pp | 31.71%+5.4pp |
| Employer contribution / active EE | $2,423 | $2,068+17.2% | $3,262-25.7% | $2,471-1.9% |
| Participant deferral / active EE | $5,228 | $2,938+77.9% | $3,963+31.9% | $3,740+39.8% |
| Admin fee / account holder | $2,147 | $3,976-46.0% | $5,611-61.7% | $5,306-59.5% |