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 | $235,059 | $104,974+123.9% | $95,585+145.9% | $142,382+65.1% |
| Participation rate | 94.4% | 75.0%+19.5pp | 72.1%+22.4pp | 80.1%+14.3pp |
| Annual return | 23.77% | 210.33%-186.6pp | 38.56%-14.8pp | 217.08%-193.3pp |
| Employer contribution / active EE | $4,139 | $2,779+49.0% | $2,527+63.8% | $4,299-3.7% |
| Participant deferral / active EE | $6,794 | $4,352+56.1% | $4,023+68.9% | $6,507+4.4% |
| Admin fee / account holder | $2,413 | $6,386-62.2% | $6,127-60.6% | $12,624-80.9% |