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 | $172,231 | $108,919+58.1% | $100,391+71.6% | $145,922+18.0% |
| Participation rate | 91.7% | 82.9%+8.7pp | 81.5%+10.2pp | 80.3%+11.4pp |
| Annual return | 15.18% | 57.88%-42.7pp | 49.20%-34.0pp | 561.29%-546.1pp |
| Employer contribution / active EE | $5,196 | $4,419+17.6% | $3,942+31.8% | $4,660+11.5% |
| Participant deferral / active EE | $12,343 | $8,445+46.2% | $8,082+52.7% | $6,688+84.6% |
| Admin fee / account holder | $13,273 | $9,689+37.0% | $7,899+68.0% | $13,397-0.9% |