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 | $30,686 | $64,660-52.5% | $81,812-62.5% | - |
| Participation rate | 86.9% | 64.3%+22.6pp | 72.3%+14.5pp | - |
| Annual return | 20.83% | 13.48%+7.3pp | 773.79%-753.0pp | - |
| Employer contribution / active EE | $2,083 | $3,065-32.0% | $2,912-28.5% | - |
| Participant deferral / active EE | $5,278 | $3,215+64.2% | $4,319+22.2% | - |
| Admin fee / account holder | $6,661 | $2,218+200.3% | $7,386-9.8% | - |