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 | $29,117 | $85,202-65.8% | $172,739-83.1% | $72,985-60.1% |
| Participation rate | 70.0% | 70.1%-0.1pp | 82.6%-12.6pp | 69.5%+0.5pp |
| Annual return | 26.46% | 27.32%-0.9pp | 802.84%-776.4pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,324 | $3,324-60.2% | $5,143-74.2% | $2,440-45.7% |
| Participant deferral / active EE | $3,505 | $3,260+7.5% | $5,198-32.6% | $3,607-2.8% |
| Admin fee / account holder | $1,629 | $5,884-72.3% | $13,954-88.3% | $5,124-68.2% |