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 | $55,435 | $48,230+14.9% | $67,502-17.9% | $80,856-31.4% |
| Participation rate | 97.4% | 66.4%+31.1pp | 72.9%+24.6pp | 67.6%+29.8pp |
| Annual return | 17.05% | 18.28%-1.2pp | 3512.12%-3495.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $5,602 | $2,020+177.4% | $2,731+105.1% | $2,755+103.3% |
| Participant deferral / active EE | $13,181 | $2,924+350.8% | $4,000+229.5% | $4,296+206.8% |
| Admin fee / account holder | $6,966 | $3,681+89.2% | $3,998+74.2% | $6,918+0.7% |