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 9-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 | $84,169 | $98,750-14.8% | $149,696-43.8% | $79,858+5.4% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.5%-3.0pp | 69.6%+9.9pp |
| Annual return | 41.93% | 27.43%+14.5pp | 276.60%-234.7pp | 31.71%+10.2pp |
| Employer contribution / active EE | $5,033 | $3,216+56.5% | $4,644+8.4% | $2,471+103.7% |
| Participant deferral / active EE | $12,127 | $5,680+113.5% | $6,842+77.3% | $3,740+224.2% |
| Admin fee / account holder | $1,100 | $6,053-81.8% | $9,309-88.2% | $5,306-79.3% |