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 8-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 | $17,206 | $114,047-84.9% | $96,139-82.1% | $167,490-89.7% |
| Participation rate | 95.2% | 75.1%+20.2pp | 68.4%+26.8pp | 82.1%+13.1pp |
| Annual return | 15.04% | 189.88%-174.8pp | 191.94%-176.9pp | 478.56%-463.5pp |
| Employer contribution / active EE | $2,422 | $3,427-29.3% | $2,797-13.4% | $4,837-49.9% |
| Participant deferral / active EE | $3,276 | $5,194-36.9% | $4,349-24.7% | $6,341-48.3% |
| Admin fee / account holder | $541 | $6,897-92.2% | $5,537-90.2% | $12,309-95.6% |