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 | $125,245 | $91,538+36.8% | $129,995-3.7% | $75,163+66.6% |
| Participation rate | 96.3% | 71.4%+24.9pp | 78.5%+17.8pp | 67.2%+29.1pp |
| Annual return | 20.21% | -631.11%+651.3pp | -137.18%+157.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,611 | $2,845+26.9% | $4,320-16.4% | $2,670+35.2% |
| Participant deferral / active EE | $9,887 | $4,341+127.8% | $5,820+69.9% | $4,125+139.7% |
| Admin fee / account holder | $4,549 | $6,790-33.0% | $10,614-57.1% | $5,651-19.5% |