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 | $51,317 | $90,590-43.4% | $111,297-53.9% | - |
| Participation rate | 0.0% | 76.1%-76.1pp | 77.3%-77.3pp | - |
| Annual return | 15.96% | 11.74%+4.2pp | 54.65%-38.7pp | - |
| Employer contribution / active EE | $0 | $1,916-100.0% | $2,731-100.0% | - |
| Participant deferral / active EE | $0 | $4,059-100.0% | $4,487-100.0% | - |
| Admin fee / account holder | $2,674 | $3,379-20.8% | $7,964-66.4% | - |