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 | $123,388 | $54,705+125.5% | $71,209+73.3% | $84,808+45.5% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.8%+19.1pp | 68.3%+24.5pp |
| Annual return | 17.67% | 35.90%-18.2pp | 282.51%-264.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $7,699 | $2,158+256.8% | $2,721+182.9% | $2,631+192.6% |
| Participant deferral / active EE | $7,746 | $3,030+155.6% | $4,175+85.5% | $4,212+83.9% |
| Admin fee / account holder | $620 | $4,863-87.3% | $5,349-88.4% | $7,344-91.6% |