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 | $205,026 | $81,208+152.5% | $98,907+107.3% | $79,858+156.7% |
| Participation rate | 95.3% | 72.5%+22.8pp | 76.0%+19.3pp | 69.6%+25.7pp |
| Annual return | 15.13% | 60.99%-45.9pp | 196.43%-181.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $4,433 | $1,960+126.2% | $2,689+64.9% | $2,471+79.4% |
| Participant deferral / active EE | $8,095 | $3,265+148.0% | $4,244+90.7% | $3,740+116.5% |
| Admin fee / account holder | $9,728 | $6,013+61.8% | $6,642+46.5% | $5,306+83.3% |