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 | $156,648 | $123,909+26.4% | $69,647+124.9% | $145,922+7.4% |
| Participation rate | 94.1% | 69.2%+24.9pp | 66.5%+27.7pp | 80.3%+13.8pp |
| Annual return | 9.69% | 190.55%-180.9pp | 100.48%-90.8pp | 561.29%-551.6pp |
| Employer contribution / active EE | $12,080 | $2,682+350.5% | $1,712+605.4% | $4,660+159.3% |
| Participant deferral / active EE | $12,381 | $4,236+192.3% | $2,886+329.0% | $6,688+85.1% |
| Admin fee / account holder | $2,195 | $7,863-72.1% | $4,713-53.4% | $13,397-83.6% |