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 | $30,895 | $105,998-70.9% | $92,233-66.5% | $147,584-79.1% |
| Participation rate | 77.3% | 80.4%-3.1pp | 76.5%+0.8pp | 82.8%-5.6pp |
| Annual return | 16.17% | 50.05%-33.9pp | 176.28%-160.1pp | 578.55%-562.4pp |
| Employer contribution / active EE | $1,376 | $4,333-68.2% | $3,679-62.6% | $4,876-71.8% |
| Participant deferral / active EE | $2,998 | $4,478-33.0% | $3,897-23.1% | $5,439-44.9% |
| Admin fee / account holder | $459 | $6,332-92.8% | $5,194-91.2% | $10,885-95.8% |