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 | $44,590 | $85,202-47.7% | $172,739-74.2% | $72,985-38.9% |
| Participation rate | 81.0% | 70.1%+10.9pp | 82.6%-1.7pp | 69.5%+11.5pp |
| Annual return | 22.43% | 27.32%-4.9pp | 802.84%-780.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $1,132 | $3,324-66.0% | $5,143-78.0% | $2,440-53.6% |
| Participant deferral / active EE | $4,118 | $3,260+26.3% | $5,198-20.8% | $3,607+14.2% |
| Admin fee / account holder | $1,558 | $5,884-73.5% | $13,954-88.8% | $5,124-69.6% |