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 | $239,459 | $213,957+11.9% | $149,696+60.0% | - |
| Participation rate | 0.0% | 79.5%-79.5pp | 82.5%-82.5pp | - |
| Annual return | 21.71% | 9.83%+11.9pp | 276.60%-254.9pp | - |
| Employer contribution / active EE | $0 | $3,868-100.0% | $4,644-100.0% | - |
| Participant deferral / active EE | $0 | $6,177-100.0% | $6,842-100.0% | - |
| Admin fee / account holder | $3,536 | $24,510-85.6% | $9,309-62.0% | - |