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 | $133,853 | $81,208+64.8% | $98,907+35.3% | $79,858+67.6% |
| Participation rate | 88.5% | 72.5%+16.0pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | 24.15% | 60.99%-36.8pp | 196.43%-172.3pp | 31.71%-7.6pp |
| Employer contribution / active EE | $550 | $1,960-71.9% | $2,689-79.6% | $2,471-77.7% |
| Participant deferral / active EE | $2,212 | $3,265-32.3% | $4,244-47.9% | $3,740-40.9% |
| Admin fee / account holder | $9,453 | $6,013+57.2% | $6,642+42.3% | $5,306+78.1% |