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 | $139,155 | $89,355+55.7% | $141,162-1.4% | $72,985+90.7% |
| Participation rate | 91.7% | 75.1%+16.5pp | 82.5%+9.2pp | 69.5%+22.2pp |
| Annual return | 27.73% | 111.85%-84.1pp | 71.39%-43.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $10,359 | $3,114+232.6% | $4,735+118.8% | $2,440+324.6% |
| Participant deferral / active EE | $11,573 | $5,418+113.6% | $6,709+72.5% | $3,607+220.8% |
| Admin fee / account holder | $2,916 | $5,958-51.1% | $10,261-71.6% | $5,124-43.1% |