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 | $217,146 | $102,317+112.2% | $146,958+47.8% | $80,856+168.6% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 14.45% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $3,067 | $3,713-17.4% | $4,933-37.8% | $2,755+11.3% |
| Participant deferral / active EE | $12,480 | $6,644+87.9% | $8,070+54.7% | $4,296+190.5% |
| Admin fee / account holder | $1,922 | $7,941-75.8% | $12,998-85.2% | $6,918-72.2% |