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 | $25,011 | $108,642-77.0% | $74,701-66.5% | $152,861-83.6% |
| Participation rate | 70.8% | 65.3%+5.5pp | 54.5%+16.4pp | 82.4%-11.6pp |
| Annual return | 28.53% | 114.06%-85.5pp | 752.92%-724.4pp | 345.32%-316.8pp |
| Employer contribution / active EE | $1,034 | $1,503-31.2% | $1,084-4.5% | $4,762-78.3% |
| Participant deferral / active EE | $2,225 | $2,712-17.9% | $1,964+13.3% | $5,850-62.0% |
| Admin fee / account holder | $330 | $4,902-93.3% | $3,333-90.1% | $11,596-97.2% |