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 | $78,463 | $98,750-20.5% | $149,696-47.6% | $79,858-1.7% |
| Participation rate | 82.0% | 75.8%+6.2pp | 82.5%-0.5pp | 69.6%+12.4pp |
| Annual return | 46.01% | 27.43%+18.6pp | 276.60%-230.6pp | 31.71%+14.3pp |
| Employer contribution / active EE | $2,933 | $3,216-8.8% | $4,644-36.9% | $2,471+18.7% |
| Participant deferral / active EE | $7,545 | $5,680+32.8% | $6,842+10.3% | $3,740+101.7% |
| Admin fee / account holder | $20,224 | $6,053+234.1% | $9,309+117.3% | $5,306+281.1% |