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 | $20,346 | $49,173-58.6% | $121,098-83.2% | $75,163-72.9% |
| Participation rate | 87.2% | 55.4%+31.8pp | 69.5%+17.7pp | 67.2%+20.0pp |
| Annual return | 14.22% | 55.99%-41.8pp | 985.75%-971.5pp | 160.62%-146.4pp |
| Employer contribution / active EE | $321 | $1,546-79.2% | $4,164-92.3% | $2,670-88.0% |
| Participant deferral / active EE | $2,617 | $2,628-0.4% | $4,080-35.8% | $4,125-36.6% |
| Admin fee / account holder | $2,567 | $3,942-34.9% | $5,644-54.5% | $5,651-54.6% |