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 | $19,279 | $107,334-82.0% | $92,893-79.2% | $152,861-87.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 33.44% | 145.58%-112.1pp | 109.41%-76.0pp | 345.32%-311.9pp |
| Employer contribution / active EE | $2,498 | $4,221-40.8% | $3,653-31.6% | $4,762-47.5% |
| Participant deferral / active EE | $3,821 | $4,845-21.1% | $4,236-9.8% | $5,850-34.7% |
| Admin fee / account holder | $1,302 | $7,079-81.6% | $5,794-77.5% | $11,596-88.8% |