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 | $135,550 | $98,750+37.3% | $149,696-9.5% | $79,858+69.7% |
| Participation rate | 88.5% | 75.8%+12.7pp | 82.5%+6.0pp | 69.6%+18.8pp |
| Annual return | 14.63% | 27.43%-12.8pp | 276.60%-262.0pp | 31.71%-17.1pp |
| Employer contribution / active EE | $5,897 | $3,216+83.3% | $4,644+27.0% | $2,471+138.6% |
| Participant deferral / active EE | $6,561 | $5,680+15.5% | $6,842-4.1% | $3,740+75.4% |
| Admin fee / account holder | $699 | $6,053-88.5% | $9,309-92.5% | $5,306-86.8% |