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 | $128,060 | $48,795+162.4% | $65,493+95.5% | $84,808+51.0% |
| Participation rate | 96.2% | 67.0%+29.2pp | 73.1%+23.1pp | 68.3%+27.8pp |
| Annual return | 19.61% | 20.20%-0.6pp | 982.45%-962.8pp | 40.90%-21.3pp |
| Employer contribution / active EE | $5,479 | $1,930+183.9% | $2,574+112.8% | $2,631+108.2% |
| Participant deferral / active EE | $11,343 | $2,928+287.3% | $3,961+186.4% | $4,212+169.3% |
| Admin fee / account holder | $521 | $3,877-86.6% | $5,028-89.6% | $7,344-92.9% |