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 | $30,589 | $217,402-85.9% | $185,823-83.5% | $167,490-81.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.61% | 148.36%-131.8pp | 122.05%-105.4pp | 478.56%-461.9pp |
| Employer contribution / active EE | $3,733 | $5,873-36.4% | $5,167-27.8% | $4,837-22.8% |
| Participant deferral / active EE | $4,197 | $6,356-34.0% | $5,568-24.6% | $6,341-33.8% |
| Admin fee / account holder | $3,855 | $19,811-80.5% | $16,237-76.3% | $12,309-68.7% |