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 | $24,050 | $99,020-75.7% | $86,590-72.2% | $147,584-83.7% |
| Participation rate | 95.2% | 76.3%+18.9pp | 73.5%+21.7pp | 82.8%+12.4pp |
| Annual return | 15.69% | 1312.34%-1296.6pp | 964.84%-949.1pp | 578.55%-562.9pp |
| Employer contribution / active EE | $6,616 | $3,132+111.2% | $2,839+133.0% | $4,876+35.7% |
| Participant deferral / active EE | $468 | $3,972-88.2% | $3,609-87.0% | $5,439-91.4% |
| Admin fee / account holder | $359 | $5,710-93.7% | $4,906-92.7% | $10,885-96.7% |