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 | $56,525 | $105,998-46.7% | $92,233-38.7% | $147,584-61.7% |
| Participation rate | 78.6% | 80.4%-1.8pp | 76.5%+2.1pp | 82.8%-4.3pp |
| Annual return | 18.75% | 50.05%-31.3pp | 176.28%-157.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $717 | $4,333-83.5% | $3,679-80.5% | $4,876-85.3% |
| Participant deferral / active EE | $3,940 | $4,478-12.0% | $3,897+1.1% | $5,439-27.5% |
| Admin fee / account holder | $493 | $6,332-92.2% | $5,194-90.5% | $10,885-95.5% |