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 | $46,288 | $106,890-56.7% | $84,015-44.9% | $152,861-69.7% |
| Participation rate | 84.2% | 75.2%+9.0pp | 69.0%+15.2pp | 82.4%+1.8pp |
| Annual return | 18.76% | 104.99%-86.2pp | 71.31%-52.6pp | 345.32%-326.6pp |
| Employer contribution / active EE | $785 | $2,734-71.3% | $1,983-60.4% | $4,762-83.5% |
| Participant deferral / active EE | $2,878 | $4,011-28.3% | $3,239-11.1% | $5,850-50.8% |
| Admin fee / account holder | $621 | $8,285-92.5% | $6,101-89.8% | $11,596-94.6% |