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 | $177,508 | $77,899+127.9% | $149,673+18.6% | $75,163+136.2% |
| Participation rate | 96.3% | 65.6%+30.7pp | 78.8%+17.5pp | 67.2%+29.1pp |
| Annual return | 19.03% | 31.72%-12.7pp | 134.42%-115.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $7,064 | $3,137+125.1% | $4,818+46.6% | $2,670+164.6% |
| Participant deferral / active EE | $7,616 | $3,411+123.3% | $5,680+34.1% | $4,125+84.6% |
| Admin fee / account holder | $2,273 | $5,956-61.8% | $13,210-82.8% | $5,651-59.8% |