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 | $41,447 | $96,635-57.1% | $86,612-52.1% | $139,434-70.3% |
| Participation rate | 95.7% | 74.4%+21.3pp | 71.7%+24.0pp | 80.3%+15.3pp |
| Annual return | 18.01% | 106.41%-88.4pp | 591.07%-573.1pp | 372.94%-354.9pp |
| Employer contribution / active EE | $833 | $3,263-74.5% | $3,022-72.4% | $4,751-82.5% |
| Participant deferral / active EE | $2,458 | $4,836-49.2% | $4,438-44.6% | $6,710-63.4% |
| Admin fee / account holder | $345 | $6,408-94.6% | $5,614-93.9% | $11,403-97.0% |