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 | $146,096 | $63,346+130.6% | $92,233+58.4% | $70,131+108.3% |
| Participation rate | 84.0% | 68.7%+15.3pp | 76.5%+7.5pp | 69.5%+14.5pp |
| Annual return | 13.05% | 530.12%-517.1pp | 176.28%-163.2pp | 73.14%-60.1pp |
| Employer contribution / active EE | $7,305 | $2,471+195.6% | $3,679+98.5% | $2,342+211.9% |
| Participant deferral / active EE | $3,944 | $2,854+38.2% | $3,897+1.2% | $3,332+18.4% |
| Admin fee / account holder | $6,914 | $3,840+80.0% | $5,194+33.1% | $4,645+48.8% |