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 | $115,389 | $56,053+105.9% | $75,972+51.9% | $80,856+42.7% |
| Participation rate | 80.3% | 62.0%+18.2pp | 69.1%+11.2pp | 67.6%+12.6pp |
| Annual return | 14.33% | 20.53%-6.2pp | 359.55%-345.2pp | 35.59%-21.3pp |
| Employer contribution / active EE | $5,128 | $1,874+173.6% | $2,685+91.0% | $2,755+86.1% |
| Participant deferral / active EE | $12,255 | $3,052+301.6% | $4,255+188.0% | $4,296+185.3% |
| Admin fee / account holder | $11,350 | $5,234+116.9% | $6,467+75.5% | $6,918+64.1% |