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 | $221,599 | $157,256+40.9% | $141,162+57.0% | $152,861+45.0% |
| Participation rate | 94.1% | 84.8%+9.3pp | 82.5%+11.6pp | 82.4%+11.7pp |
| Annual return | 25.37% | 64.32%-38.9pp | 71.39%-46.0pp | 345.32%-319.9pp |
| Employer contribution / active EE | $8,160 | $5,261+55.1% | $4,735+72.3% | $4,762+71.4% |
| Participant deferral / active EE | $12,733 | $7,109+79.1% | $6,709+89.8% | $5,850+117.6% |
| Admin fee / account holder | $23,374 | $12,120+92.9% | $10,261+127.8% | $11,596+101.6% |