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 7-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 | $10,045 | $109,982-90.9% | $97,226-89.7% | $145,922-93.1% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 11.22% | 242.90%-231.7pp | 75.13%-63.9pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,826 | $3,084-40.8% | $2,729-33.1% | $4,660-60.8% |
| Participant deferral / active EE | $3,414 | $4,676-27.0% | $4,264-19.9% | $6,688-49.0% |
| Admin fee / account holder | $1,597 | $6,221-74.3% | $5,654-71.8% | $13,397-88.1% |