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 | $33,826 | $59,417-43.1% | $93,606-63.9% | $74,495-54.6% |
| Participation rate | 91.0% | 59.7%+31.3pp | 68.7%+22.3pp | 67.2%+23.8pp |
| Annual return | 11.49% | 81.83%-70.3pp | 133.20%-121.7pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $413 | $1,264-67.3% | $2,420-82.9% | $2,623-84.2% |
| Participant deferral / active EE | $5,092 | $3,050+66.9% | $4,411+15.4% | $4,346+17.2% |
| Admin fee / account holder | $8,121 | $3,021+168.8% | $8,285-2.0% | $1,942+318.2% |