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 | $26,731 | $102,966-74.0% | $90,281-70.4% | $152,861-82.5% |
| Participation rate | 82.4% | 75.9%+6.5pp | 73.3%+9.1pp | 82.4%-0.1pp |
| Annual return | 31.09% | 95.16%-64.1pp | 78.10%-47.0pp | 345.32%-314.2pp |
| Employer contribution / active EE | $3,806 | $3,139+21.3% | $2,854+33.3% | $4,762-20.1% |
| Participant deferral / active EE | $863 | $4,281-79.9% | $3,885-77.8% | $5,850-85.3% |
| Admin fee / account holder | $967 | $6,171-84.3% | $5,351-81.9% | $11,596-91.7% |