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 | $50,773 | $53,516-5.1% | $126,539-59.9% | $84,808-40.1% |
| Participation rate | 84.6% | 58.2%+26.4pp | 69.8%+14.8pp | 68.3%+16.3pp |
| Annual return | 13.38% | 58.34%-45.0pp | 425.95%-412.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $740 | $1,535-51.8% | $3,674-79.9% | $2,631-71.9% |
| Participant deferral / active EE | $2,765 | $2,671+3.5% | $4,083-32.3% | $4,212-34.4% |
| Admin fee / account holder | $746 | $4,497-83.4% | $6,065-87.7% | $7,344-89.8% |