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 | $35,358 | $60,124-41.2% | $90,404-60.9% | $79,858-55.7% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.19% | 71.94%-56.8pp | 1293.02%-1277.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,343 | $2,068-35.0% | $3,262-58.8% | $2,471-45.6% |
| Participant deferral / active EE | $2,697 | $2,938-8.2% | $3,963-31.9% | $3,740-27.9% |
| Admin fee / account holder | $1,906 | $3,976-52.1% | $5,611-66.0% | $5,306-64.1% |