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 | $23,055 | $106,890-78.4% | $84,015-72.6% | $152,861-84.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 18.80% | 104.99%-86.2pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,225 | $2,734-55.2% | $1,983-38.2% | $4,762-74.3% |
| Participant deferral / active EE | $1,660 | $4,011-58.6% | $3,239-48.7% | $5,850-71.6% |
| Admin fee / account holder | $1,112 | $8,285-86.6% | $6,101-81.8% | $11,596-90.4% |