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 | $33,387 | $115,770-71.2% | $101,248-67.0% | $158,922-79.0% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 25.63% | 56.14%-30.5pp | 46.47%-20.8pp | 302.83%-277.2pp |
| Employer contribution / active EE | $2,119 | $4,175-49.2% | $3,660-42.1% | $4,761-55.5% |
| Participant deferral / active EE | $6,135 | $4,957+23.8% | $4,370+40.4% | $5,982+2.6% |
| Admin fee / account holder | $2,000 | $7,245-72.4% | $5,945-66.4% | $11,246-82.2% |