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 9-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 | $103,188 | $77,314+33.5% | $177,989-42.0% | $80,856+27.6% |
| Participation rate | 78.3% | 65.7%+12.6pp | 77.1%+1.2pp | 67.6%+10.6pp |
| Annual return | 31.46% | 18.09%+13.4pp | 294.48%-263.0pp | 35.59%-4.1pp |
| Employer contribution / active EE | $5,067 | $2,292+121.1% | $3,949+28.3% | $2,755+83.9% |
| Participant deferral / active EE | $9,923 | $4,411+125.0% | $6,276+58.1% | $4,296+131.0% |
| Admin fee / account holder | $7,857 | $7,191+9.3% | $10,363-24.2% | $6,918+13.6% |