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 | $171,635 | $115,708+48.3% | $65,255+163.0% | $139,434+23.1% |
| Participation rate | 92.9% | 67.8%+25.0pp | 65.0%+27.9pp | 80.3%+12.5pp |
| Annual return | 54.10% | 31.19%+22.9pp | 47.35%+6.8pp | 372.94%-318.8pp |
| Employer contribution / active EE | $3,363 | $2,599+29.4% | $1,691+98.8% | $4,751-29.2% |
| Participant deferral / active EE | $7,585 | $4,240+78.9% | $2,831+167.9% | $6,710+13.0% |
| Admin fee / account holder | $2,537 | $6,698-62.1% | $4,112-38.3% | $11,403-77.8% |