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 | $30,693 | $70,606-56.5% | $53,898-43.1% | $142,382-78.4% |
| Participation rate | 83.3% | 63.7%+19.6pp | 55.0%+28.4pp | 80.1%+3.2pp |
| Annual return | 12.30% | 619.81%-607.5pp | 528.60%-516.3pp | 217.08%-204.8pp |
| Employer contribution / active EE | $178 | $1,202-85.2% | $932-80.9% | $4,299-95.9% |
| Participant deferral / active EE | $3,325 | $2,364+40.7% | $1,826+82.1% | $6,507-48.9% |
| Admin fee / account holder | $1,985 | $2,852-30.4% | $2,491-20.3% | $12,624-84.3% |