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 | $78,855 | $98,750-20.1% | $149,696-47.3% | $79,858-1.3% |
| Participation rate | 97.0% | 75.8%+21.2pp | 82.5%+14.5pp | 69.6%+27.3pp |
| Annual return | 26.03% | 27.43%-1.4pp | 276.60%-250.6pp | 31.71%-5.7pp |
| Employer contribution / active EE | $5,133 | $3,216+59.6% | $4,644+10.5% | $2,471+107.8% |
| Participant deferral / active EE | $8,789 | $5,680+54.7% | $6,842+28.5% | $3,740+135.0% |
| Admin fee / account holder | $12,892 | $6,053+113.0% | $9,309+38.5% | $5,306+143.0% |