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 | $36,971 | $70,756-47.7% | $65,493-43.5% | $142,382-74.0% |
| Participation rate | 88.9% | 77.4%+11.5pp | 73.1%+15.8pp | 80.1%+8.8pp |
| Annual return | 18.96% | 1754.89%-1735.9pp | 982.45%-963.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,452 | $2,881-14.9% | $2,574-4.8% | $4,299-43.0% |
| Participant deferral / active EE | $4,590 | $4,637-1.0% | $3,961+15.9% | $6,507-29.5% |
| Admin fee / account holder | $5,070 | $6,559-22.7% | $5,028+0.8% | $12,624-59.8% |