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 | $62,263 | $142,405-56.3% | $115,157-45.9% | $152,861-59.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 13.27% | 41.48%-28.2pp | 35.60%-22.3pp | 345.32%-332.1pp |
| Employer contribution / active EE | $1,982 | $4,010-50.6% | $3,179-37.6% | $4,762-58.4% |
| Participant deferral / active EE | $3,914 | $5,164-24.2% | $4,168-6.1% | $5,850-33.1% |
| Admin fee / account holder | $30,838 | $8,462+264.4% | $7,088+335.1% | $11,596+165.9% |