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 | $32,098 | $105,998-69.7% | $92,233-65.2% | $147,584-78.3% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 16.52% | 50.05%-33.5pp | 176.28%-159.8pp | 578.55%-562.0pp |
| Employer contribution / active EE | $2,954 | $4,333-31.8% | $3,679-19.7% | $4,876-39.4% |
| Participant deferral / active EE | $2,699 | $4,478-39.7% | $3,897-30.7% | $5,439-50.4% |
| Admin fee / account holder | $820 | $6,332-87.1% | $5,194-84.2% | $10,885-92.5% |