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 | $77,460 | $68,547+13.0% | $120,354-35.6% | $80,856-4.2% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 18.10% | 23.60%-5.5pp | 107.15%-89.0pp | 35.59%-17.5pp |
| Employer contribution / active EE | $10,633 | $2,051+418.3% | $3,463+207.1% | $2,755+286.0% |
| Participant deferral / active EE | $8,099 | $3,173+155.2% | $4,991+62.3% | $4,296+88.5% |
| Admin fee / account holder | $790 | $5,732-86.2% | $9,423-91.6% | $6,918-88.6% |