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 | $12,456 | $99,020-87.4% | $86,590-85.6% | $147,584-91.6% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 31.02% | 1312.34%-1281.3pp | 964.84%-933.8pp | 578.55%-547.5pp |
| Employer contribution / active EE | $1,719 | $3,132-45.1% | $2,839-39.5% | $4,876-64.7% |
| Participant deferral / active EE | $2,878 | $3,972-27.5% | $3,609-20.2% | $5,439-47.1% |
| Admin fee / account holder | $884 | $5,710-84.5% | $4,906-82.0% | $10,885-91.9% |