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 | $36,359 | $99,020-63.3% | $86,590-58.0% | $147,584-75.4% |
| Participation rate | 84.6% | 76.3%+8.3pp | 73.5%+11.1pp | 82.8%+1.8pp |
| Annual return | 19.40% | 1312.34%-1292.9pp | 964.84%-945.4pp | 578.55%-559.1pp |
| Employer contribution / active EE | $1,808 | $3,132-42.3% | $2,839-36.3% | $4,876-62.9% |
| Participant deferral / active EE | $2,878 | $3,972-27.5% | $3,609-20.2% | $5,439-47.1% |
| Admin fee / account holder | $397 | $5,710-93.0% | $4,906-91.9% | $10,885-96.4% |