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 | $155,921 | $78,672+98.2% | $109,143+42.9% | $85,850+81.6% |
| Participation rate | 85.2% | 68.3%+16.9pp | 75.9%+9.3pp | 69.3%+15.9pp |
| Annual return | 13.66% | 25.09%-11.4pp | 25.75%-12.1pp | 318.53%-304.9pp |
| Employer contribution / active EE | $6,395 | $2,735+133.8% | $3,722+71.8% | $2,565+149.3% |
| Participant deferral / active EE | $6,495 | $3,467+87.3% | $4,653+39.6% | $3,952+64.4% |
| Admin fee / account holder | $825 | $5,469-84.9% | $6,752-87.8% | $6,260-86.8% |