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 | $191,948 | $115,770+65.8% | $101,248+89.6% | $158,922+20.8% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 12.48% | 56.14%-43.7pp | 46.47%-34.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $14,319 | $4,175+243.0% | $3,660+291.3% | $4,761+200.8% |
| Participant deferral / active EE | $8,817 | $4,957+77.9% | $4,370+101.8% | $5,982+47.4% |
| Admin fee / account holder | $19,484 | $7,245+168.9% | $5,945+227.7% | $11,246+73.3% |