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 | $34,713 | $100,852-65.6% | $90,404-61.6% | $158,922-78.2% |
| Participation rate | 76.5% | 75.0%+1.5pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 20.64% | 1724.20%-1703.6pp | 1293.02%-1272.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,835 | $3,689-50.3% | $3,262-43.8% | $4,761-61.5% |
| Participant deferral / active EE | $2,521 | $4,348-42.0% | $3,963-36.4% | $5,982-57.9% |
| Admin fee / account holder | $804 | $6,501-87.6% | $5,611-85.7% | $11,246-92.8% |