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 | $23,213 | $73,515-68.4% | $62,995-63.2% | $147,584-84.3% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.8%+12.7pp | 82.8%+4.7pp |
| Annual return | 20.23% | 175.43%-155.2pp | 87.57%-67.3pp | 578.55%-558.3pp |
| Employer contribution / active EE | $2,184 | $3,320-34.2% | $2,759-20.8% | $4,876-55.2% |
| Participant deferral / active EE | $3,243 | $4,185-22.5% | $3,329-2.6% | $5,439-40.4% |
| Admin fee / account holder | $4,361 | $5,953-26.7% | $3,600+21.1% | $10,885-59.9% |