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 | $245,533 | $159,901+53.6% | $146,958+67.1% | $145,922+68.3% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 11.24% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,145 | $5,286-40.5% | $4,933-36.3% | $4,660-32.5% |
| Participant deferral / active EE | $5,903 | $8,428-30.0% | $8,070-26.8% | $6,688-11.7% |
| Admin fee / account holder | $17,881 | $15,044+18.9% | $12,998+37.6% | $13,397+33.5% |