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 | $140,457 | $54,705+156.8% | $71,209+97.2% | $84,808+65.6% |
| Participation rate | 91.2% | 64.1%+27.1pp | 73.8%+17.4pp | 68.3%+22.9pp |
| Annual return | 17.83% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $7,188 | $2,158+233.1% | $2,721+164.2% | $2,631+173.2% |
| Participant deferral / active EE | $10,548 | $3,030+248.1% | $4,175+152.6% | $4,212+150.4% |
| Admin fee / account holder | $10,630 | $4,863+118.6% | $5,349+98.7% | $7,344+44.8% |