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 | $32,446 | $57,281-43.4% | $86,612-62.5% | $75,163-56.8% |
| Participation rate | 87.0% | 63.2%+23.8pp | 71.7%+15.3pp | 67.2%+19.8pp |
| Annual return | 17.87% | 2670.75%-2652.9pp | 591.07%-573.2pp | 160.62%-142.8pp |
| Employer contribution / active EE | $2,844 | $2,314+22.9% | $3,022-5.9% | $2,670+6.5% |
| Participant deferral / active EE | $4,351 | $3,318+31.1% | $4,438-2.0% | $4,125+5.5% |
| Admin fee / account holder | $1,418 | $4,112-65.5% | $5,614-74.7% | $5,651-74.9% |