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 | $36,490 | $109,817-66.8% | $98,442-62.9% | $167,490-78.2% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 15.98% | 1956.69%-1940.7pp | 1492.73%-1476.7pp | 478.56%-462.6pp |
| Employer contribution / active EE | $931 | $3,224-71.1% | $2,960-68.5% | $4,837-80.8% |
| Participant deferral / active EE | $4,054 | $4,673-13.2% | $4,276-5.2% | $6,341-36.1% |
| Admin fee / account holder | $401 | $6,753-94.1% | $5,949-93.3% | $12,309-96.7% |