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 | $51,741 | $112,881-54.2% | $90,951-43.1% | $158,922-67.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.95% | 215.79%-198.8pp | 134.60%-117.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,191 | $2,893-24.3% | $2,122+3.2% | $4,761-54.0% |
| Participant deferral / active EE | $3,509 | $4,128-15.0% | $3,373+4.0% | $5,982-41.3% |
| Admin fee / account holder | $1,680 | $8,041-79.1% | $5,959-71.8% | $11,246-85.1% |