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 | $156,134 | $98,750+58.1% | $149,696+4.3% | $79,858+95.5% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.5%+13.5pp | 69.6%+26.4pp |
| Annual return | 15.89% | 27.43%-11.5pp | 276.60%-260.7pp | 31.71%-15.8pp |
| Employer contribution / active EE | $7,182 | $3,216+123.3% | $4,644+54.6% | $2,471+190.7% |
| Participant deferral / active EE | $6,188 | $5,680+8.9% | $6,842-9.6% | $3,740+65.4% |
| Admin fee / account holder | $11,534 | $6,053+90.6% | $9,309+23.9% | $5,306+117.4% |