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 | $236,301 | $64,324+267.4% | $118,925+98.7% | $79,858+195.9% |
| Participation rate | 87.5% | 64.9%+22.6pp | 75.4%+12.1pp | 69.6%+17.9pp |
| Annual return | 12.57% | 86.45%-73.9pp | 35.88%-23.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,291 | $1,836+79.2% | $3,263+0.9% | $2,471+33.2% |
| Participant deferral / active EE | $7,882 | $2,824+179.1% | $4,265+84.8% | $3,740+110.7% |
| Admin fee / account holder | $5,826 | $4,040+44.2% | $6,581-11.5% | $5,306+9.8% |