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 | $26,332 | $30,400-13.4% | $53,898-51.1% | $84,808-69.0% |
| Participation rate | 87.3% | 46.4%+40.8pp | 55.0%+32.3pp | 68.3%+19.0pp |
| Annual return | 17.34% | 500.19%-482.8pp | 528.60%-511.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,724 | $603+186.1% | $932+85.0% | $2,631-34.5% |
| Participant deferral / active EE | $2,046 | $1,199+70.7% | $1,826+12.0% | $4,212-51.4% |
| Admin fee / account holder | $1,531 | $1,993-23.2% | $2,491-38.5% | $7,344-79.2% |