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 | $140,749 | $85,766+64.1% | $136,294+3.3% | $70,131+100.7% |
| Participation rate | 93.1% | 74.2%+18.9pp | 81.9%+11.2pp | 69.5%+23.6pp |
| Annual return | 18.27% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $666 | $2,966-77.5% | $4,695-85.8% | $2,342-71.6% |
| Participant deferral / active EE | $6,869 | $5,051+36.0% | $6,247+10.0% | $3,332+106.2% |
| Admin fee / account holder | $18,855 | $5,420+247.8% | $9,243+104.0% | $4,645+305.9% |