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 | $39,776 | $65,561-39.3% | $86,188-53.8% | $75,163-47.1% |
| Participation rate | 97.7% | 60.5%+37.2pp | 69.0%+28.8pp | 67.2%+30.5pp |
| Annual return | 19.00% | 46.05%-27.1pp | 1168.45%-1149.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $6,036 | $1,553+288.8% | $2,380+153.6% | $2,670+126.1% |
| Participant deferral / active EE | $4,499 | $3,024+48.8% | $3,985+12.9% | $4,125+9.1% |
| Admin fee / account holder | $1,422 | $5,474-74.0% | $6,852-79.2% | $5,651-74.8% |