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 | $143,786 | $90,600+58.7% | $79,464+80.9% | $135,375+6.2% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | 6.66% | 977.43%-970.8pp | 718.14%-711.5pp | 519.73%-513.1pp |
| Employer contribution / active EE | $2,808 | $3,068-8.5% | $2,800+0.3% | $4,779-41.2% |
| Participant deferral / active EE | $7,194 | $4,050+77.6% | $3,704+94.2% | $5,609+28.3% |
| Admin fee / account holder | $5,166 | $5,907-12.5% | $5,113+1.0% | $10,827-52.3% |