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 | $234,631 | $157,256+49.2% | $141,162+66.2% | $152,861+53.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 45.20% | 64.32%-19.1pp | 71.39%-26.2pp | 345.32%-300.1pp |
| Employer contribution / active EE | $11,671 | $5,261+121.8% | $4,735+146.5% | $4,762+145.1% |
| Participant deferral / active EE | $12,905 | $7,109+81.5% | $6,709+92.4% | $5,850+120.6% |
| Admin fee / account holder | $38,230 | $12,120+215.4% | $10,261+272.6% | $11,596+229.7% |