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 | $50,100 | $111,724-55.2% | $93,606-46.5% | $145,922-65.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.98% | 202.98%-193.0pp | 133.20%-123.2pp | 561.29%-551.3pp |
| Employer contribution / active EE | $2,236 | $3,090-27.6% | $2,420-7.6% | $4,660-52.0% |
| Participant deferral / active EE | $2,576 | $4,912-47.5% | $4,411-41.6% | $6,688-61.5% |
| Admin fee / account holder | $11,267 | $10,250+9.9% | $8,285+36.0% | $13,397-15.9% |