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 | $58,710 | $98,750-40.5% | $149,696-60.8% | $79,858-26.5% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 40.94% | 27.43%+13.5pp | 276.60%-235.7pp | 31.71%+9.2pp |
| Employer contribution / active EE | $10,539 | $3,216+227.7% | $4,644+126.9% | $2,471+326.5% |
| Participant deferral / active EE | $14,807 | $5,680+160.7% | $6,842+116.4% | $3,740+295.9% |
| Admin fee / account holder | $1,292 | $6,053-78.7% | $9,309-86.1% | $5,306-75.7% |