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 | $144,389 | $54,705+163.9% | $71,209+102.8% | $84,808+70.3% |
| Participation rate | 93.1% | 64.1%+29.0pp | 73.8%+19.4pp | 68.3%+24.8pp |
| Annual return | 18.66% | 35.90%-17.2pp | 282.51%-263.8pp | 40.90%-22.2pp |
| Employer contribution / active EE | $4,503 | $2,158+108.7% | $2,721+65.5% | $2,631+71.2% |
| Participant deferral / active EE | $16,020 | $3,030+428.6% | $4,175+283.7% | $4,212+280.4% |
| Admin fee / account holder | $557 | $4,863-88.5% | $5,349-89.6% | $7,344-92.4% |