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 | $24,272 | $73,515-67.0% | $62,995-61.5% | $147,584-83.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 15.83% | 175.43%-159.6pp | 87.57%-71.7pp | 578.55%-562.7pp |
| Employer contribution / active EE | $1,276 | $3,320-61.6% | $2,759-53.7% | $4,876-73.8% |
| Participant deferral / active EE | $1,451 | $4,185-65.3% | $3,329-56.4% | $5,439-73.3% |
| Admin fee / account holder | $4,449 | $5,953-25.3% | $3,600+23.6% | $10,885-59.1% |