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 | $47,170 | $118,680-60.3% | $98,907-52.3% | $158,922-70.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.72% | 372.35%-351.6pp | 196.43%-175.7pp | 302.83%-282.1pp |
| Employer contribution / active EE | $4,244 | $3,333+27.3% | $2,689+57.8% | $4,761-10.9% |
| Participant deferral / active EE | $9,062 | $5,088+78.1% | $4,244+113.5% | $5,982+51.5% |
| Admin fee / account holder | $5,122 | $10,131-49.4% | $6,642-22.9% | $11,246-54.5% |