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 | $126,015 | $48,795+158.3% | $65,493+92.4% | $84,808+48.6% |
| Participation rate | 89.3% | 67.0%+22.3pp | 73.1%+16.2pp | 68.3%+21.0pp |
| Annual return | 14.73% | 20.20%-5.5pp | 982.45%-967.7pp | 40.90%-26.2pp |
| Employer contribution / active EE | $3,245 | $1,930+68.2% | $2,574+26.1% | $2,631+23.3% |
| Participant deferral / active EE | $6,330 | $2,928+116.2% | $3,961+59.8% | $4,212+50.3% |
| Admin fee / account holder | $11,810 | $3,877+204.6% | $5,028+134.9% | $7,344+60.8% |