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 | $24,674 | $57,281-56.9% | $86,612-71.5% | $75,163-67.2% |
| Participation rate | 92.9% | 63.2%+29.7pp | 71.7%+21.2pp | 67.2%+25.7pp |
| Annual return | 18.54% | 2670.75%-2652.2pp | 591.07%-572.5pp | 160.62%-142.1pp |
| Employer contribution / active EE | $1,887 | $2,314-18.5% | $3,022-37.6% | $2,670-29.3% |
| Participant deferral / active EE | $3,205 | $3,318-3.4% | $4,438-27.8% | $4,125-22.3% |
| Admin fee / account holder | $963 | $4,112-76.6% | $5,614-82.9% | $5,651-83.0% |