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 | $108,599 | $71,050+52.8% | $93,606+16.0% | $80,856+34.3% |
| Participation rate | 78.8% | 60.4%+18.4pp | 68.7%+10.1pp | 67.6%+11.2pp |
| Annual return | 48.07% | 11.26%+36.8pp | 133.20%-85.1pp | 35.59%+12.5pp |
| Employer contribution / active EE | $3,223 | $1,564+106.1% | $2,420+33.2% | $2,755+17.0% |
| Participant deferral / active EE | $7,448 | $4,034+84.6% | $4,411+68.8% | $4,296+73.4% |
| Admin fee / account holder | $7,257 | $6,945+4.5% | $8,285-12.4% | $6,918+4.9% |