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 | $48,274 | $89,355-46.0% | $141,162-65.8% | $72,985-33.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 52.45% | 111.85%-59.4pp | 71.39%-18.9pp | 81.00%-28.6pp |
| Employer contribution / active EE | $4,688 | $3,114+50.5% | $4,735-1.0% | $2,440+92.1% |
| Participant deferral / active EE | $9,087 | $5,418+67.7% | $6,709+35.4% | $3,607+151.9% |
| Admin fee / account holder | $6,041 | $5,958+1.4% | $10,261-41.1% | $5,124+17.9% |