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 9-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 | $21,245 | $60,124-64.7% | $90,404-76.5% | $79,858-73.4% |
| Participation rate | 97.4% | 65.0%+32.4pp | 72.7%+24.7pp | 69.6%+27.7pp |
| Annual return | 24.05% | 71.94%-47.9pp | 1293.02%-1269.0pp | 31.71%-7.7pp |
| Employer contribution / active EE | $945 | $2,068-54.3% | $3,262-71.0% | $2,471-61.7% |
| Participant deferral / active EE | $1,949 | $2,938-33.7% | $3,963-50.8% | $3,740-47.9% |
| Admin fee / account holder | $4,785 | $3,976+20.3% | $5,611-14.7% | $5,306-9.8% |