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 | $56,454 | $96,635-41.6% | $86,612-34.8% | $139,434-59.5% |
| Participation rate | 81.0% | 74.4%+6.6pp | 71.7%+9.3pp | 80.3%+0.6pp |
| Annual return | 18.61% | 106.41%-87.8pp | 591.07%-572.5pp | 372.94%-354.3pp |
| Employer contribution / active EE | $497 | $3,263-84.8% | $3,022-83.6% | $4,751-89.5% |
| Participant deferral / active EE | $3,453 | $4,836-28.6% | $4,438-22.2% | $6,710-48.5% |
| Admin fee / account holder | $619 | $6,408-90.3% | $5,614-89.0% | $11,403-94.6% |