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 | $193,709 | $83,902+130.9% | $167,512+15.6% | $84,808+128.4% |
| Participation rate | 93.3% | 66.5%+26.9pp | 77.1%+16.3pp | 68.3%+25.0pp |
| Annual return | 14.24% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,075 | $2,264+35.9% | $3,882-20.8% | $2,631+16.9% |
| Participant deferral / active EE | $9,210 | $4,442+107.3% | $6,405+43.8% | $4,212+118.7% |
| Admin fee / account holder | $6,244 | $7,915-21.1% | $9,769-36.1% | $7,344-15.0% |