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 | $108,440 | $58,208+86.3% | $81,812+32.5% | $80,856+34.1% |
| Participation rate | 88.5% | 63.4%+25.0pp | 72.3%+16.1pp | 67.6%+20.8pp |
| Annual return | 17.98% | 41.66%-23.7pp | 773.79%-755.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $6,477 | $2,340+176.8% | $2,912+122.4% | $2,755+135.1% |
| Participant deferral / active EE | $12,880 | $3,281+292.6% | $4,319+198.2% | $4,296+199.8% |
| Admin fee / account holder | $3,708 | $4,981-25.6% | $7,386-49.8% | $6,918-46.4% |