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 | $31,173 | $99,020-68.5% | $86,590-64.0% | $147,584-78.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.57% | 1312.34%-1297.8pp | 964.84%-950.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,258 | $3,132-27.9% | $2,839-20.5% | $4,876-53.7% |
| Participant deferral / active EE | $4,353 | $3,972+9.6% | $3,609+20.6% | $5,439-20.0% |
| Admin fee / account holder | $1,276 | $5,710-77.6% | $4,906-74.0% | $10,885-88.3% |