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 | $134,365 | $107,334+25.2% | $92,893+44.6% | $152,861-12.1% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 23.77% | 145.58%-121.8pp | 109.41%-85.6pp | 345.32%-321.5pp |
| Employer contribution / active EE | $7,947 | $4,221+88.3% | $3,653+117.6% | $4,762+66.9% |
| Participant deferral / active EE | $7,265 | $4,845+50.0% | $4,236+71.5% | $5,850+24.2% |
| Admin fee / account holder | $1,632 | $7,079-77.0% | $5,794-71.8% | $11,596-85.9% |