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 | $236,631 | $74,888+216.0% | $71,209+232.3% | $142,382+66.2% |
| Participation rate | 95.7% | 76.2%+19.4pp | 73.8%+21.9pp | 80.1%+15.5pp |
| Annual return | 16.25% | 345.14%-328.9pp | 282.51%-266.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $7,681 | $2,854+169.1% | $2,721+182.3% | $4,299+78.7% |
| Participant deferral / active EE | $6,805 | $4,454+52.8% | $4,175+63.0% | $6,507+4.6% |
| Admin fee / account holder | $16,707 | $5,568+200.0% | $5,349+212.4% | $12,624+32.4% |