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 | $88,573 | $105,181-15.8% | $159,436-44.4% | $85,850+3.2% |
| Participation rate | 95.0% | 75.8%+19.2pp | 82.8%+12.2pp | 69.3%+25.7pp |
| Annual return | 13.91% | 45.07%-31.2pp | 263.57%-249.7pp | 318.53%-304.6pp |
| Employer contribution / active EE | $6,348 | $3,318+91.3% | $4,829+31.4% | $2,565+147.5% |
| Participant deferral / active EE | $5,450 | $5,945-8.3% | $7,352-25.9% | $3,952+37.9% |
| Admin fee / account holder | $14,720 | $6,933+112.3% | $10,799+36.3% | $6,260+135.2% |