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 | $58,415 | $150,187-61.1% | $120,354-51.5% | $145,922-60.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.01% | 154.07%-144.1pp | 107.15%-97.1pp | 561.29%-551.3pp |
| Employer contribution / active EE | $3,147 | $4,348-27.6% | $3,463-9.1% | $4,660-32.5% |
| Participant deferral / active EE | $5,250 | $6,173-14.9% | $4,991+5.2% | $6,688-21.5% |
| Admin fee / account holder | $2,283 | $12,207-81.3% | $9,423-75.8% | $13,397-83.0% |