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 | $40,532 | $96,635-58.1% | $86,612-53.2% | $139,434-70.9% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 18.46% | 106.41%-88.0pp | 591.07%-572.6pp | 372.94%-354.5pp |
| Employer contribution / active EE | $858 | $3,263-73.7% | $3,022-71.6% | $4,751-81.9% |
| Participant deferral / active EE | $2,808 | $4,836-41.9% | $4,438-36.7% | $6,710-58.2% |
| Admin fee / account holder | $860 | $6,408-86.6% | $5,614-84.7% | $11,403-92.5% |