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 | $129,896 | $24,730+425.3% | $66,042+96.7% | $84,808+53.2% |
| Participation rate | 89.5% | 68.1%+21.4pp | 67.5%+22.0pp | 68.3%+21.2pp |
| Annual return | 17.00% | 79.55%-62.5pp | 52.11%-35.1pp | 40.90%-23.9pp |
| Employer contribution / active EE | $7,233 | $857+744.4% | $1,579+358.0% | $2,631+174.9% |
| Participant deferral / active EE | $7,057 | $1,737+306.3% | $2,835+148.9% | $4,212+67.6% |
| Admin fee / account holder | $11,372 | $3,014+277.3% | $5,747+97.9% | $7,344+54.8% |