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 9-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 | $157,056 | $101,724+54.4% | $164,813-4.7% | $80,856+94.2% |
| Participation rate | 86.9% | 71.8%+15.1pp | 78.6%+8.3pp | 67.6%+19.2pp |
| Annual return | 72.29% | 16.72%+55.6pp | 69.93%+2.4pp | 35.59%+36.7pp |
| Employer contribution / active EE | $5,210 | $2,953+76.4% | $4,341+20.0% | $2,755+89.1% |
| Participant deferral / active EE | $11,697 | $4,477+161.3% | $6,031+93.9% | $4,296+172.3% |
| Admin fee / account holder | $16,138 | $8,227+96.1% | $12,690+27.2% | $6,918+133.3% |