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 | $33,661 | $30,400+10.7% | $53,898-37.5% | $84,808-60.3% |
| Participation rate | 81.3% | 46.4%+34.8pp | 55.0%+26.3pp | 68.3%+12.9pp |
| Annual return | 17.24% | 500.19%-482.9pp | 528.60%-511.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,149 | $603+256.5% | $932+130.5% | $2,631-18.3% |
| Participant deferral / active EE | $2,544 | $1,199+112.2% | $1,826+39.3% | $4,212-39.6% |
| Admin fee / account holder | $476 | $1,993-76.1% | $2,491-80.9% | $7,344-93.5% |