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 | $44,577 | $96,305-53.7% | $80,569-44.7% | $139,434-68.0% |
| Participation rate | 90.5% | 73.6%+16.8pp | 67.0%+23.5pp | 80.3%+10.2pp |
| Annual return | 18.60% | 1350.08%-1331.5pp | 935.43%-916.8pp | 372.94%-354.3pp |
| Employer contribution / active EE | $894 | $3,262-72.6% | $2,723-67.2% | $4,751-81.2% |
| Participant deferral / active EE | $3,064 | $5,232-41.4% | $4,447-31.1% | $6,710-54.3% |
| Admin fee / account holder | $2,586 | $6,599-60.8% | $5,377-51.9% | $11,403-77.3% |