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 | $50,237 | $60,124-16.4% | $90,404-44.4% | $79,858-37.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 12.69% | 71.94%-59.3pp | 1293.02%-1280.3pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,455 | $2,068+18.7% | $3,262-24.7% | $2,471-0.6% |
| Participant deferral / active EE | $2,540 | $2,938-13.6% | $3,963-35.9% | $3,740-32.1% |
| Admin fee / account holder | $4,809 | $3,976+20.9% | $5,611-14.3% | $5,306-9.4% |