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 | $137,883 | $78,672+75.3% | $109,143+26.3% | $85,850+60.6% |
| Participation rate | 94.1% | 68.3%+25.8pp | 75.9%+18.2pp | 69.3%+24.8pp |
| Annual return | 44.13% | 25.09%+19.0pp | 25.75%+18.4pp | 318.53%-274.4pp |
| Employer contribution / active EE | $7,978 | $2,735+191.7% | $3,722+114.4% | $2,565+211.0% |
| Participant deferral / active EE | $8,984 | $3,467+159.1% | $4,653+93.1% | $3,952+127.4% |
| Admin fee / account holder | $14,280 | $5,469+161.1% | $6,752+111.5% | $6,260+128.1% |