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 | $34,733 | $70,756-50.9% | $65,493-47.0% | $142,382-75.6% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.1%-10.1pp |
| Annual return | 14.62% | 1754.89%-1740.3pp | 982.45%-967.8pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,912 | $2,881-33.6% | $2,574-25.7% | $4,299-55.5% |
| Participant deferral / active EE | $4,332 | $4,637-6.6% | $3,961+9.4% | $6,507-33.4% |
| Admin fee / account holder | $2,886 | $6,559-56.0% | $5,028-42.6% | $12,624-77.1% |