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 | $53,669 | $85,202-37.0% | $172,739-68.9% | $72,985-26.5% |
| Participation rate | 91.9% | 70.1%+21.8pp | 82.6%+9.2pp | 69.5%+22.4pp |
| Annual return | 24.83% | 27.32%-2.5pp | 802.84%-778.0pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,834 | $3,324-44.8% | $5,143-64.3% | $2,440-24.8% |
| Participant deferral / active EE | $4,749 | $3,260+45.7% | $5,198-8.6% | $3,607+31.7% |
| Admin fee / account holder | $476 | $5,884-91.9% | $13,954-96.6% | $5,124-90.7% |