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 | $21,111 | $96,635-78.2% | $86,612-75.6% | $139,434-84.9% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 15.84% | 106.41%-90.6pp | 591.07%-575.2pp | 372.94%-357.1pp |
| Employer contribution / active EE | $438 | $3,263-86.6% | $3,022-85.5% | $4,751-90.8% |
| Participant deferral / active EE | $1,671 | $4,836-65.5% | $4,438-62.4% | $6,710-75.1% |
| Admin fee / account holder | $402 | $6,408-93.7% | $5,614-92.8% | $11,403-96.5% |