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 | $41,041 | $92,703-55.7% | $82,719-50.4% | $134,475-69.5% |
| Participation rate | 76.5% | 75.2%+1.3pp | 72.6%+3.9pp | 81.2%-4.8pp |
| Annual return | 13.61% | 944.92%-931.3pp | 701.18%-687.6pp | 417.96%-404.4pp |
| Employer contribution / active EE | $1,047 | $3,274-68.0% | $3,009-65.2% | $4,740-77.9% |
| Participant deferral / active EE | $1,044 | $4,802-78.3% | $4,395-76.3% | $6,400-83.7% |
| Admin fee / account holder | $488 | $5,983-91.8% | $5,329-90.8% | $11,426-95.7% |