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 | $111,891 | $98,750+13.3% | $149,696-25.3% | $79,858+40.1% |
| Participation rate | 94.4% | 75.8%+18.7pp | 82.5%+12.0pp | 69.6%+24.8pp |
| Annual return | 37.21% | 27.43%+9.8pp | 276.60%-239.4pp | 31.71%+5.5pp |
| Employer contribution / active EE | $9,865 | $3,216+206.7% | $4,644+112.4% | $2,471+299.3% |
| Participant deferral / active EE | $13,490 | $5,680+137.5% | $6,842+97.2% | $3,740+260.7% |
| Admin fee / account holder | $523 | $6,053-91.4% | $9,309-94.4% | $5,306-90.1% |