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 | $34,903 | $57,281-39.1% | $86,612-59.7% | $75,163-53.6% |
| Participation rate | 96.4% | 63.2%+33.2pp | 71.7%+24.7pp | 67.2%+29.2pp |
| Annual return | 16.90% | 2670.75%-2653.8pp | 591.07%-574.2pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,635 | $2,314+13.9% | $3,022-12.8% | $2,670-1.3% |
| Participant deferral / active EE | $6,634 | $3,318+100.0% | $4,438+49.5% | $4,125+60.8% |
| Admin fee / account holder | $1,978 | $4,112-51.9% | $5,614-64.8% | $5,651-65.0% |