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 | $32,831 | $102,604-68.0% | $86,188-61.9% | $139,434-76.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 17.19% | 1922.51%-1905.3pp | 1168.45%-1151.3pp | 372.94%-355.7pp |
| Employer contribution / active EE | $918 | $3,032-69.7% | $2,380-61.4% | $4,751-80.7% |
| Participant deferral / active EE | $3,057 | $4,676-34.6% | $3,985-23.3% | $6,710-54.4% |
| Admin fee / account holder | $3,351 | $8,657-61.3% | $6,852-51.1% | $11,403-70.6% |