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 | $222,484 | $112,096+98.5% | $95,952+131.9% | $158,922+40.0% |
| Participation rate | 90.0% | 79.0%+11.0pp | 77.1%+12.9pp | 82.0%+8.0pp |
| Annual return | 7.52% | 171.09%-163.6pp | 91.61%-84.1pp | 302.83%-295.3pp |
| Employer contribution / active EE | $4,669 | $3,198+46.0% | $2,541+83.7% | $4,761-1.9% |
| Participant deferral / active EE | $11,400 | $4,784+138.3% | $4,167+173.6% | $5,982+90.6% |
| Admin fee / account holder | $16,628 | $10,130+64.1% | $6,795+144.7% | $11,246+47.9% |