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 | $138,172 | $54,705+152.6% | $71,209+94.0% | $84,808+62.9% |
| Participation rate | 84.6% | 64.1%+20.5pp | 73.8%+10.9pp | 68.3%+16.3pp |
| Annual return | 22.57% | 35.90%-13.3pp | 282.51%-259.9pp | 40.90%-18.3pp |
| Employer contribution / active EE | $2,785 | $2,158+29.1% | $2,721+2.4% | $2,631+5.9% |
| Participant deferral / active EE | $8,065 | $3,030+166.1% | $4,175+93.2% | $4,212+91.5% |
| Admin fee / account holder | $9,162 | $4,863+88.4% | $5,349+71.3% | $7,344+24.8% |