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 | $239,325 | $91,190+162.4% | $178,490+34.1% | $79,858+199.7% |
| Participation rate | 96.6% | 69.2%+27.4pp | 81.9%+14.6pp | 69.6%+26.9pp |
| Annual return | 13.68% | 24.19%-10.5pp | 151.07%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $6,504 | $3,256+99.8% | $5,011+29.8% | $2,471+163.2% |
| Participant deferral / active EE | $5,211 | $3,236+61.0% | $5,202+0.2% | $3,740+39.3% |
| Admin fee / account holder | $2,385 | $6,751-64.7% | $13,984-82.9% | $5,306-55.0% |