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 | $46,228 | $60,124-23.1% | $90,404-48.9% | $79,858-42.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 10.98% | 71.94%-61.0pp | 1293.02%-1282.0pp | 31.71%-20.7pp |
| Employer contribution / active EE | $3,261 | $2,068+57.7% | $3,2620% | $2,471+32.0% |
| Participant deferral / active EE | $1,686 | $2,938-42.6% | $3,963-57.5% | $3,740-54.9% |
| Admin fee / account holder | $3,360 | $3,976-15.5% | $5,611-40.1% | $5,306-36.7% |