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 | $33,395 | $70,756-52.8% | $65,493-49.0% | $142,382-76.5% |
| Participation rate | 95.2% | 77.4%+17.9pp | 73.1%+22.1pp | 80.1%+15.1pp |
| Annual return | 21.28% | 1754.89%-1733.6pp | 982.45%-961.2pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,984 | $2,881+3.6% | $2,574+15.9% | $4,299-30.6% |
| Participant deferral / active EE | $3,854 | $4,637-16.9% | $3,961-2.7% | $6,507-40.8% |
| Admin fee / account holder | $4,241 | $6,559-35.3% | $5,028-15.7% | $12,624-66.4% |