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 | $210,921 | $117,381+79.7% | $99,443+112.1% | $152,861+38.0% |
| Participation rate | 87.5% | 77.5%+10.0pp | 73.8%+13.7pp | 82.4%+5.1pp |
| Annual return | 20.50% | 31.87%-11.4pp | 30.72%-10.2pp | 345.32%-324.8pp |
| Employer contribution / active EE | $6,440 | $3,013+113.8% | $2,540+153.6% | $4,762+35.2% |
| Participant deferral / active EE | $7,535 | $4,086+84.4% | $3,619+108.2% | $5,850+28.8% |
| Admin fee / account holder | $12,029 | $7,631+57.6% | $6,250+92.4% | $11,596+3.7% |