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 | $25,951 | $53,516-51.5% | $126,539-79.5% | $84,808-69.4% |
| Participation rate | 88.8% | 58.2%+30.5pp | 69.8%+18.9pp | 68.3%+20.5pp |
| Annual return | 15.86% | 58.34%-42.5pp | 425.95%-410.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $727 | $1,535-52.6% | $3,674-80.2% | $2,631-72.4% |
| Participant deferral / active EE | $3,882 | $2,671+45.3% | $4,083-4.9% | $4,212-7.8% |
| Admin fee / account holder | $2,396 | $4,497-46.7% | $6,065-60.5% | $7,344-67.4% |