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 | $34,016 | $83,902-59.5% | $167,512-79.7% | $84,808-59.9% |
| Participation rate | 80.0% | 66.5%+13.5pp | 77.1%+2.9pp | 68.3%+11.7pp |
| Annual return | 15.85% | 91.55%-75.7pp | 1615.79%-1599.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $486 | $2,264-78.5% | $3,882-87.5% | $2,631-81.5% |
| Participant deferral / active EE | $3,851 | $4,442-13.3% | $6,405-39.9% | $4,212-8.6% |
| Admin fee / account holder | $1,899 | $7,915-76.0% | $9,769-80.6% | $7,344-74.1% |