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 | $210,774 | $148,534+41.9% | $135,903+55.1% | $139,434+51.2% |
| Participation rate | 92.3% | 83.9%+8.5pp | 81.9%+10.4pp | 80.3%+12.0pp |
| Annual return | 15.03% | 79.19%-64.2pp | 68.23%-53.2pp | 372.94%-357.9pp |
| Employer contribution / active EE | $8,732 | $5,243+66.6% | $4,856+79.8% | $4,751+83.8% |
| Participant deferral / active EE | $10,744 | $8,100+32.6% | $7,758+38.5% | $6,710+60.1% |
| Admin fee / account holder | $887 | $12,400-92.8% | $10,762-91.8% | $11,403-92.2% |