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 | $24,234 | $65,409-63.0% | $98,442-75.4% | $85,850-71.8% |
| Participation rate | 70.6% | 65.0%+5.6pp | 73.3%-2.7pp | 69.3%+1.3pp |
| Annual return | 18.46% | 21.76%-3.3pp | 1492.73%-1474.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $944 | $2,168-56.4% | $2,960-68.1% | $2,565-63.2% |
| Participant deferral / active EE | $2,263 | $3,166-28.5% | $4,276-47.1% | $3,952-42.7% |
| Admin fee / account holder | $629 | $4,593-86.3% | $5,949-89.4% | $6,260-90.0% |