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 | $216,870 | $157,256+37.9% | $141,162+53.6% | $152,861+41.9% |
| Participation rate | 93.8% | 84.8%+8.9pp | 82.5%+11.3pp | 82.4%+11.3pp |
| Annual return | 19.10% | 64.32%-45.2pp | 71.39%-52.3pp | 345.32%-326.2pp |
| Employer contribution / active EE | $12,082 | $5,261+129.7% | $4,735+155.2% | $4,762+153.7% |
| Participant deferral / active EE | $10,280 | $7,109+44.6% | $6,709+53.2% | $5,850+75.7% |
| Admin fee / account holder | $1,154 | $12,120-90.5% | $10,261-88.8% | $11,596-90.0% |