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 8-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 | $24,500 | $96,635-74.6% | $86,612-71.7% | $139,434-82.4% |
| Participation rate | 73.3% | 74.4%-1.1pp | 71.7%+1.6pp | 80.3%-7.0pp |
| Annual return | 15.08% | 106.41%-91.3pp | 591.07%-576.0pp | 372.94%-357.9pp |
| Employer contribution / active EE | $848 | $3,263-74.0% | $3,022-72.0% | $4,751-82.2% |
| Participant deferral / active EE | $2,454 | $4,836-49.3% | $4,438-44.7% | $6,710-63.4% |
| Admin fee / account holder | $384 | $6,408-94.0% | $5,614-93.2% | $11,403-96.6% |