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 | $23,070 | $99,020-76.7% | $86,590-73.4% | $147,584-84.4% |
| Participation rate | 70.0% | 76.3%-6.3pp | 73.5%-3.5pp | 82.8%-12.8pp |
| Annual return | 23.91% | 1312.34%-1288.4pp | 964.84%-940.9pp | 578.55%-554.6pp |
| Employer contribution / active EE | $1,368 | $3,132-56.3% | $2,839-51.8% | $4,876-71.9% |
| Participant deferral / active EE | $2,291 | $3,972-42.3% | $3,609-36.5% | $5,439-57.9% |
| Admin fee / account holder | $1,778 | $5,710-68.9% | $4,906-63.7% | $10,885-83.7% |