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 | $34,265 | $102,604-66.6% | $86,188-60.2% | $139,434-75.4% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+22.0pp | 80.3%+10.6pp |
| Annual return | 16.59% | 1922.51%-1905.9pp | 1168.45%-1151.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,976 | $3,032-34.8% | $2,380-17.0% | $4,751-58.4% |
| Participant deferral / active EE | $3,378 | $4,676-27.7% | $3,985-15.2% | $6,710-49.7% |
| Admin fee / account holder | $3,828 | $8,657-55.8% | $6,852-44.1% | $11,403-66.4% |