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 | $44,748 | $112,096-60.1% | $95,952-53.4% | $158,922-71.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.08% | 171.09%-161.0pp | 91.61%-81.5pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,242 | $3,198-61.2% | $2,541-51.1% | $4,761-73.9% |
| Participant deferral / active EE | $2,145 | $4,784-55.2% | $4,167-48.5% | $5,982-64.1% |
| Admin fee / account holder | $18,278 | $10,130+80.4% | $6,795+169.0% | $11,246+62.5% |