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 | $29,850 | $60,124-50.4% | $90,404-67.0% | $79,858-62.6% |
| Participation rate | 80.6% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.0pp |
| Annual return | 23.65% | 71.94%-48.3pp | 1293.02%-1269.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,929 | $2,068-6.7% | $3,262-40.9% | $2,471-21.9% |
| Participant deferral / active EE | $4,197 | $2,938+42.8% | $3,963+5.9% | $3,740+12.2% |
| Admin fee / account holder | $414 | $3,976-89.6% | $5,611-92.6% | $5,306-92.2% |