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 | $201,557 | $105,181+91.6% | $159,436+26.4% | $85,850+134.8% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.8%+10.5pp | 69.3%+24.0pp |
| Annual return | 13.53% | 45.07%-31.5pp | 263.57%-250.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $2,526 | $3,318-23.9% | $4,829-47.7% | $2,565-1.5% |
| Participant deferral / active EE | $6,738 | $5,945+13.3% | $7,352-8.4% | $3,952+70.5% |
| Admin fee / account holder | $2,199 | $6,933-68.3% | $10,799-79.6% | $6,260-64.9% |