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 | $15,171 | $104,907-85.5% | $84,611-82.1% | $152,861-90.1% |
| Participation rate | 81.0% | 74.8%+6.1pp | 68.2%+12.7pp | 82.4%-1.5pp |
| Annual return | 18.14% | 373.79%-355.6pp | 258.74%-240.6pp | 345.32%-327.2pp |
| Employer contribution / active EE | $6,395 | $3,302+93.7% | $2,652+141.1% | $4,762+34.3% |
| Participant deferral / active EE | $1,721 | $4,688-63.3% | $3,899-55.8% | $5,850-70.6% |
| Admin fee / account holder | $1,835 | $6,241-70.6% | $4,912-62.6% | $11,596-84.2% |