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 | $96,587 | $85,202+13.4% | $172,739-44.1% | $72,985+32.3% |
| Participation rate | 81.0% | 70.1%+10.9pp | 82.6%-1.7pp | 69.5%+11.5pp |
| Annual return | 21.77% | 27.32%-5.6pp | 802.84%-781.1pp | 81.00%-59.2pp |
| Employer contribution / active EE | $9,250 | $3,324+178.2% | $5,143+79.9% | $2,440+279.1% |
| Participant deferral / active EE | $6,996 | $3,260+114.6% | $5,198+34.6% | $3,607+93.9% |
| Admin fee / account holder | $2,446 | $5,884-58.4% | $13,954-82.5% | $5,124-52.3% |