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 | $35,122 | $60,124-41.6% | $90,404-61.1% | $79,858-56.0% |
| Participation rate | 96.8% | 65.0%+31.8pp | 72.7%+24.1pp | 69.6%+27.1pp |
| Annual return | 23.12% | 71.94%-48.8pp | 1293.02%-1269.9pp | 31.71%-8.6pp |
| Employer contribution / active EE | $1,304 | $2,068-37.0% | $3,262-60.0% | $2,471-47.2% |
| Participant deferral / active EE | $3,585 | $2,938+22.0% | $3,963-9.6% | $3,740-4.2% |
| Admin fee / account holder | $977 | $3,976-75.4% | $5,611-82.6% | $5,306-81.6% |