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 | $67,335 | $157,256-57.2% | $141,162-52.3% | $152,861-55.9% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 20.15% | 64.32%-44.2pp | 71.39%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $6,446 | $5,261+22.5% | $4,735+36.1% | $4,762+35.4% |
| Participant deferral / active EE | $9,860 | $7,109+38.7% | $6,709+47.0% | $5,850+68.5% |
| Admin fee / account holder | $15,676 | $12,120+29.3% | $10,261+52.8% | $11,596+35.2% |