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 | $240,147 | $118,849+102.1% | $96,562+148.7% | $167,490+43.4% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 12.68% | 50.49%-37.8pp | 37.78%-25.1pp | 478.56%-465.9pp |
| Employer contribution / active EE | $5,861 | $3,120+87.9% | $2,356+148.7% | $4,837+21.2% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,341-100.0% |
| Admin fee / account holder | $7,553 | $8,065-6.3% | $6,181+22.2% | $12,309-38.6% |