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 7-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 | $26,020 | $175,202-85.1% | $149,673-82.6% | $139,434-81.3% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 28.28% | 166.71%-138.4pp | 134.42%-106.1pp | 372.94%-344.7pp |
| Employer contribution / active EE | $2,489 | $5,474-54.5% | $4,818-48.3% | $4,751-47.6% |
| Participant deferral / active EE | $3,163 | $6,519-51.5% | $5,680-44.3% | $6,710-52.9% |
| Admin fee / account holder | $1,029 | $16,150-93.6% | $13,210-92.2% | $11,403-91.0% |