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 | $245,645 | $159,901+53.6% | $146,958+67.2% | $145,922+68.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 17.70% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $7,367 | $5,286+39.4% | $4,933+49.3% | $4,660+58.1% |
| Participant deferral / active EE | $10,629 | $8,428+26.1% | $8,070+31.7% | $6,688+58.9% |
| Admin fee / account holder | $20,646 | $15,044+37.2% | $12,998+58.8% | $13,397+54.1% |