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 | $29,897 | $96,635-69.1% | $86,612-65.5% | $139,434-78.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 71.7%+14.0pp | 80.3%+5.4pp |
| Annual return | 18.74% | 106.41%-87.7pp | 591.07%-572.3pp | 372.94%-354.2pp |
| Employer contribution / active EE | $5,020 | $3,263+53.9% | $3,022+66.1% | $4,751+5.7% |
| Participant deferral / active EE | $10,477 | $4,836+116.7% | $4,438+136.1% | $6,710+56.1% |
| Admin fee / account holder | $611 | $6,408-90.5% | $5,614-89.1% | $11,403-94.6% |