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 | $210,927 | $106,890+97.3% | $84,015+151.1% | $152,861+38.0% |
| Participation rate | 91.7% | 75.2%+16.4pp | 69.0%+22.7pp | 82.4%+9.2pp |
| Annual return | 22.58% | 104.99%-82.4pp | 71.31%-48.7pp | 345.32%-322.7pp |
| Employer contribution / active EE | $4,099 | $2,734+49.9% | $1,983+106.7% | $4,762-13.9% |
| Participant deferral / active EE | $2,436 | $4,011-39.3% | $3,239-24.8% | $5,850-58.4% |
| Admin fee / account holder | $7,356 | $8,285-11.2% | $6,101+20.6% | $11,596-36.6% |