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 | $221,831 | $91,190+143.3% | $178,490+24.3% | $79,858+177.8% |
| Participation rate | 89.7% | 69.2%+20.5pp | 81.9%+7.7pp | 69.6%+20.0pp |
| Annual return | 14.45% | 24.19%-9.7pp | 151.07%-136.6pp | 31.71%-17.3pp |
| Employer contribution / active EE | $2,640 | $3,256-18.9% | $5,011-47.3% | $2,471+6.8% |
| Participant deferral / active EE | $5,816 | $3,236+79.7% | $5,202+11.8% | $3,740+55.5% |
| Admin fee / account holder | $2,693 | $6,751-60.1% | $13,984-80.7% | $5,306-49.2% |