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 | $32,563 | $105,998-69.3% | $92,233-64.7% | $147,584-77.9% |
| Participation rate | 80.0% | 80.4%-0.4pp | 76.5%+3.5pp | 82.8%-2.8pp |
| Annual return | 23.24% | 50.05%-26.8pp | 176.28%-153.0pp | 578.55%-555.3pp |
| Employer contribution / active EE | $1,500 | $4,333-65.4% | $3,679-59.2% | $4,876-69.2% |
| Participant deferral / active EE | $3,695 | $4,478-17.5% | $3,897-5.2% | $5,439-32.1% |
| Admin fee / account holder | $384 | $6,332-93.9% | $5,194-92.6% | $10,885-96.5% |