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 | $110,983 | $78,422+41.5% | $95,952+15.7% | $79,858+39.0% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 13.78% | 19.37%-5.6pp | 91.61%-77.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4,447 | $1,945+128.6% | $2,541+75.0% | $2,471+80.0% |
| Participant deferral / active EE | $4,737 | $3,440+37.7% | $4,167+13.7% | $3,740+26.7% |
| Admin fee / account holder | $13,379 | $5,622+138.0% | $6,795+96.9% | $5,306+152.1% |