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 | $227,868 | $106,515+113.9% | $96,683+135.7% | $139,434+63.4% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.3%+21.1pp | 80.3%+15.1pp |
| Annual return | 14.75% | 38.43%-23.7pp | 35.69%-20.9pp | 372.94%-358.2pp |
| Employer contribution / active EE | $10,555 | $4,103+157.3% | $3,737+182.5% | $4,751+122.2% |
| Participant deferral / active EE | $7,152 | $5,454+31.1% | $4,878+46.6% | $6,710+6.6% |
| Admin fee / account holder | $17,097 | $7,877+117.1% | $6,730+154.1% | $11,403+49.9% |