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 | $103,143 | $48,795+111.4% | $65,493+57.5% | $84,808+21.6% |
| Participation rate | 85.7% | 67.0%+18.7pp | 73.1%+12.6pp | 68.3%+17.4pp |
| Annual return | 14.45% | 20.20%-5.7pp | 982.45%-968.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $4,895 | $1,930+153.7% | $2,574+90.1% | $2,631+86.0% |
| Participant deferral / active EE | $2,377 | $2,928-18.8% | $3,961-40.0% | $4,212-43.6% |
| Admin fee / account holder | $9,512 | $3,877+145.3% | $5,028+89.2% | $7,344+29.5% |