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 | $220,947 | $157,256+40.5% | $141,162+56.5% | $152,861+44.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.4%+9.9pp |
| Annual return | 19.35% | 64.32%-45.0pp | 71.39%-52.0pp | 345.32%-326.0pp |
| Employer contribution / active EE | $10,164 | $5,261+93.2% | $4,735+114.6% | $4,762+113.4% |
| Participant deferral / active EE | $6,101 | $7,109-14.2% | $6,709-9.1% | $5,850+4.3% |
| Admin fee / account holder | $4,499 | $12,120-62.9% | $10,261-56.2% | $11,596-61.2% |