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 | $45,278 | $102,616-55.9% | $81,983-44.8% | $158,922-71.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 22.80% | 61.04%-38.2pp | 41.31%-18.5pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,885 | $3,240-41.8% | $2,498-24.5% | $4,761-60.4% |
| Participant deferral / active EE | $9,729 | $4,648+109.3% | $3,722+161.4% | $5,982+62.6% |
| Admin fee / account holder | $2,941 | $8,235-64.3% | $5,664-48.1% | $11,246-73.9% |