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 | $120,616 | $74,927+61.0% | $101,794+18.5% | $84,808+42.2% |
| Participation rate | 94.9% | 61.4%+33.5pp | 69.2%+25.7pp | 68.3%+26.6pp |
| Annual return | 111.62% | 18.70%+92.9pp | 30.53%+81.1pp | 40.90%+70.7pp |
| Employer contribution / active EE | $1,930 | $1,522+26.9% | $2,289-15.7% | $2,631-26.6% |
| Participant deferral / active EE | $6,084 | $3,099+96.3% | $4,084+49.0% | $4,212+44.5% |
| Admin fee / account holder | $140,868 | $6,514+2062.6% | $8,777+1505.0% | $7,344+1818.2% |