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 | $34,415 | $51,576-33.3% | $129,207-73.4% | $80,856-57.4% |
| Participation rate | 96.8% | 57.0%+39.8pp | 69.6%+27.2pp | 67.6%+29.1pp |
| Annual return | 19.33% | 20.81%-1.5pp | 9417.33%-9398.0pp | 35.59%-16.3pp |
| Employer contribution / active EE | $7,294 | $1,584+360.6% | $4,153+75.6% | $2,755+164.8% |
| Participant deferral / active EE | $9,799 | $2,669+267.2% | $4,168+135.1% | $4,296+128.1% |
| Admin fee / account holder | $5,153 | $4,305+19.7% | $7,715-33.2% | $6,918-25.5% |