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 | $22,767 | $91,190-75.0% | $178,490-87.2% | $79,858-71.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.25% | 24.19%-4.9pp | 151.07%-131.8pp | 31.71%-12.5pp |
| Employer contribution / active EE | $1,968 | $3,256-39.6% | $5,011-60.7% | $2,471-20.4% |
| Participant deferral / active EE | $5,464 | $3,236+68.9% | $5,202+5.0% | $3,740+46.1% |
| Admin fee / account holder | $1,839 | $6,751-72.8% | $13,984-86.8% | $5,306-65.3% |