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 | $180,765 | $115,770+56.1% | $101,248+78.5% | $158,922+13.7% |
| Participation rate | 92.9% | 79.4%+13.5pp | 75.8%+17.0pp | 82.0%+10.9pp |
| Annual return | 10.86% | 56.14%-45.3pp | 46.47%-35.6pp | 302.83%-292.0pp |
| Employer contribution / active EE | $8,771 | $4,175+110.1% | $3,660+139.7% | $4,761+84.2% |
| Participant deferral / active EE | $5,515 | $4,957+11.2% | $4,370+26.2% | $5,982-7.8% |
| Admin fee / account holder | $2,704 | $7,245-62.7% | $5,945-54.5% | $11,246-76.0% |