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 | $48,777 | $106,890-54.4% | $84,015-41.9% | $152,861-68.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 13.46% | 104.99%-91.5pp | 71.31%-57.8pp | 345.32%-331.9pp |
| Employer contribution / active EE | $1,772 | $2,734-35.2% | $1,983-10.7% | $4,762-62.8% |
| Participant deferral / active EE | $4,264 | $4,011+6.3% | $3,239+31.6% | $5,850-27.1% |
| Admin fee / account holder | $8,231 | $8,285-0.7% | $6,101+34.9% | $11,596-29.0% |