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 | $60,684 | $106,890-43.2% | $84,015-27.8% | $152,861-60.3% |
| Participation rate | 92.9% | 75.2%+17.6pp | 69.0%+23.8pp | 82.4%+10.4pp |
| Annual return | 20.92% | 104.99%-84.1pp | 71.31%-50.4pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,148 | $2,734-58.0% | $1,983-42.1% | $4,762-75.9% |
| Participant deferral / active EE | $1,304 | $4,011-67.5% | $3,239-59.7% | $5,850-77.7% |
| Admin fee / account holder | $852 | $8,285-89.7% | $6,101-86.0% | $11,596-92.7% |