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 | $215,462 | $98,750+118.2% | $149,696+43.9% | $79,858+169.8% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.5%+10.9pp | 69.6%+23.7pp |
| Annual return | 16.69% | 27.43%-10.7pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $5,127 | $3,216+59.4% | $4,644+10.4% | $2,471+107.5% |
| Participant deferral / active EE | $7,698 | $5,680+35.5% | $6,842+12.5% | $3,740+105.8% |
| Admin fee / account holder | $7,031 | $6,053+16.2% | $9,309-24.5% | $5,306+32.5% |