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 | $220,370 | $165,984+32.8% | $164,813+33.7% | $145,922+51.0% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.6%+16.1pp | 80.3%+14.5pp |
| Annual return | 12.15% | 100.03%-87.9pp | 69.93%-57.8pp | 561.29%-549.1pp |
| Employer contribution / active EE | $12,306 | $5,273+133.4% | $4,341+183.5% | $4,660+164.1% |
| Participant deferral / active EE | $8,090 | $6,959+16.3% | $6,031+34.1% | $6,688+21.0% |
| Admin fee / account holder | $1,340 | $16,648-92.0% | $12,690-89.4% | $13,397-90.0% |