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 | $29,410 | $102,966-71.4% | $90,281-67.4% | $152,861-80.8% |
| Participation rate | 94.1% | 75.9%+18.3pp | 73.3%+20.8pp | 82.4%+11.7pp |
| Annual return | 20.41% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,298 | $3,139-26.8% | $2,854-19.5% | $4,762-51.7% |
| Participant deferral / active EE | $3,323 | $4,281-22.4% | $3,885-14.5% | $5,850-43.2% |
| Admin fee / account holder | $11,259 | $6,171+82.5% | $5,351+110.4% | $11,596-2.9% |