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 | $126,446 | $58,208+117.2% | $81,812+54.6% | $80,856+56.4% |
| Participation rate | 96.8% | 63.4%+33.4pp | 72.3%+24.4pp | 67.6%+29.1pp |
| Annual return | 13.36% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $6,798 | $2,340+190.5% | $2,912+133.4% | $2,755+146.8% |
| Participant deferral / active EE | $9,584 | $3,281+192.1% | $4,319+121.9% | $4,296+123.1% |
| Admin fee / account holder | $827 | $4,981-83.4% | $7,386-88.8% | $6,918-88.0% |