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 | $242,665 | $175,202+38.5% | $149,673+62.1% | $139,434+74.0% |
| Participation rate | 93.3% | 83.4%+10.0pp | 78.8%+14.6pp | 80.3%+13.0pp |
| Annual return | 14.48% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $8,000 | $5,474+46.1% | $4,818+66.1% | $4,751+68.4% |
| Participant deferral / active EE | $6,601 | $6,519+1.3% | $5,680+16.2% | $6,710-1.6% |
| Admin fee / account holder | $7,924 | $16,150-50.9% | $13,210-40.0% | $11,403-30.5% |