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 | $100,902 | $78,422+28.7% | $95,952+5.2% | $79,858+26.4% |
| Participation rate | 77.4% | 73.5%+3.9pp | 77.1%+0.3pp | 69.6%+7.8pp |
| Annual return | 20.19% | 19.37%+0.8pp | 91.61%-71.4pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,063 | $1,945+57.5% | $2,541+20.6% | $2,471+24.0% |
| Participant deferral / active EE | $4,317 | $3,440+25.5% | $4,167+3.6% | $3,740+15.4% |
| Admin fee / account holder | $19,617 | $5,622+248.9% | $6,795+188.7% | $5,306+269.7% |