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 | $28,680 | $99,020-71.0% | $86,590-66.9% | $147,584-80.6% |
| Participation rate | 93.8% | 76.3%+17.4pp | 73.5%+20.2pp | 82.8%+10.9pp |
| Annual return | 14.38% | 1312.34%-1298.0pp | 964.84%-950.5pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,833 | $3,132+22.4% | $2,839+35.0% | $4,876-21.4% |
| Participant deferral / active EE | $4,368 | $3,972+10.0% | $3,609+21.0% | $5,439-19.7% |
| Admin fee / account holder | $773 | $5,710-86.5% | $4,906-84.2% | $10,885-92.9% |