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 | $31,810 | $65,409-51.4% | $98,442-67.7% | $85,850-62.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.49% | 21.76%-3.3pp | 1492.73%-1474.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $1,508 | $2,168-30.4% | $2,960-49.1% | $2,565-41.2% |
| Participant deferral / active EE | $2,479 | $3,166-21.7% | $4,276-42.0% | $3,952-37.3% |
| Admin fee / account holder | $5,533 | $4,593+20.5% | $5,949-7.0% | $6,260-11.6% |