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 | $196,480 | $51,576+281.0% | $129,207+52.1% | $80,856+143.0% |
| Participation rate | 96.3% | 57.0%+39.3pp | 69.6%+26.7pp | 67.6%+28.7pp |
| Annual return | 14.20% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $9,524 | $1,584+501.4% | $4,153+129.3% | $2,755+245.7% |
| Participant deferral / active EE | $9,579 | $2,669+258.9% | $4,168+129.8% | $4,296+123.0% |
| Admin fee / account holder | $6,427 | $4,305+49.3% | $7,715-16.7% | $6,918-7.1% |