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 | $44,455 | $60,022-25.9% | $88,946-50.0% | $84,808-47.6% |
| Participation rate | 97.2% | 57.8%+39.3pp | 68.8%+28.3pp | 68.3%+28.9pp |
| Annual return | 20.52% | 22.43%-1.9pp | 57.82%-37.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $4,308 | $1,703+153.0% | $2,555+68.6% | $2,631+63.7% |
| Participant deferral / active EE | $7,198 | $3,114+131.2% | $4,581+57.1% | $4,212+70.9% |
| Admin fee / account holder | $16,826 | $4,811+249.7% | $8,261+103.7% | $7,344+129.1% |