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 | $225,351 | $85,202+164.5% | $172,739+30.5% | $72,985+208.8% |
| Participation rate | 92.9% | 70.1%+22.8pp | 82.6%+10.2pp | 69.5%+23.4pp |
| Annual return | 17.60% | 27.32%-9.7pp | 802.84%-785.2pp | 81.00%-63.4pp |
| Employer contribution / active EE | $2,949 | $3,324-11.3% | $5,143-42.7% | $2,440+20.9% |
| Participant deferral / active EE | $5,330 | $3,260+63.5% | $5,198+2.5% | $3,607+47.7% |
| Admin fee / account holder | $6,009 | $5,884+2.1% | $13,954-56.9% | $5,124+17.3% |