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 | $26,684 | $102,317-73.9% | $146,958-81.8% | $80,856-67.0% |
| Participation rate | 74.7% | 75.8%-1.1pp | 82.2%-7.4pp | 67.6%+7.1pp |
| Annual return | 15.08% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $2,670 | $3,713-28.1% | $4,933-45.9% | $2,755-3.1% |
| Participant deferral / active EE | $4,020 | $6,644-39.5% | $8,070-50.2% | $4,296-6.4% |
| Admin fee / account holder | $5,150 | $7,941-35.1% | $12,998-60.4% | $6,918-25.6% |