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 | $183,102 | $54,705+234.7% | $71,209+157.1% | $84,808+115.9% |
| Participation rate | 88.1% | 64.1%+24.0pp | 73.8%+14.3pp | 68.3%+19.7pp |
| Annual return | 16.17% | 35.90%-19.7pp | 282.51%-266.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $7,963 | $2,158+269.0% | $2,721+192.7% | $2,631+202.7% |
| Participant deferral / active EE | $5,832 | $3,030+92.4% | $4,175+39.7% | $4,212+38.5% |
| Admin fee / account holder | $12,113 | $4,863+149.1% | $5,349+126.5% | $7,344+64.9% |