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 | $249,074 | $209,411+18.9% | $178,490+39.5% | $158,922+56.7% |
| Participation rate | 92.3% | 86.3%+6.0pp | 81.9%+10.4pp | 82.0%+10.3pp |
| Annual return | 12.17% | 188.75%-176.6pp | 151.07%-138.9pp | 302.83%-290.7pp |
| Employer contribution / active EE | $19,053 | $5,706+233.9% | $5,011+280.3% | $4,761+300.2% |
| Participant deferral / active EE | $2,301 | $5,954-61.4% | $5,202-55.8% | $5,982-61.5% |
| Admin fee / account holder | $7,277 | $17,074-57.4% | $13,984-48.0% | $11,246-35.3% |