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 | $99,768 | $89,355+11.7% | $141,162-29.3% | $72,985+36.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.45% | 111.85%-87.4pp | 71.39%-46.9pp | 81.00%-56.6pp |
| Employer contribution / active EE | $6,528 | $3,114+109.6% | $4,735+37.9% | $2,440+167.5% |
| Participant deferral / active EE | $7,458 | $5,418+37.7% | $6,709+11.2% | $3,607+106.7% |
| Admin fee / account holder | $3,156 | $5,958-47.0% | $10,261-69.2% | $5,124-38.4% |