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 | $53,262 | $71,050-25.0% | $93,606-43.1% | $80,856-34.1% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.62% | 11.26%+3.4pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $2,537 | $1,564+62.3% | $2,420+4.8% | $2,755-7.9% |
| Participant deferral / active EE | $4,731 | $4,034+17.3% | $4,411+7.3% | $4,296+10.1% |
| Admin fee / account holder | $4,101 | $6,945-40.9% | $8,285-50.5% | $6,918-40.7% |