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 | $117,721 | $58,208+102.2% | $81,812+43.9% | $80,856+45.6% |
| Participation rate | 75.0% | 63.4%+11.6pp | 72.3%+2.7pp | 67.6%+7.4pp |
| Annual return | 15.75% | 41.66%-25.9pp | 773.79%-758.0pp | 35.59%-19.8pp |
| Employer contribution / active EE | $4,321 | $2,340+84.7% | $2,912+48.4% | $2,755+56.9% |
| Participant deferral / active EE | $9,546 | $3,281+191.0% | $4,319+121.0% | $4,296+122.2% |
| Admin fee / account holder | $18,206 | $4,981+265.5% | $7,386+146.5% | $6,918+163.2% |