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 | $87,934 | $85,766+2.5% | $136,294-35.5% | $70,131+25.4% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.1pp | 69.5%+22.5pp |
| Annual return | 17.67% | 31.45%-13.8pp | 5155.94%-5138.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $16,694 | $2,966+462.8% | $4,695+255.5% | $2,342+612.7% |
| Participant deferral / active EE | $9,039 | $5,051+78.9% | $6,247+44.7% | $3,332+171.3% |
| Admin fee / account holder | $9,398 | $5,420+73.4% | $9,243+1.7% | $4,645+102.3% |