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 | $15,733 | $60,124-73.8% | $90,404-82.6% | $79,858-80.3% |
| Participation rate | 75.8% | 65.0%+10.8pp | 72.7%+3.1pp | 69.6%+6.1pp |
| Annual return | 15.18% | 71.94%-56.8pp | 1293.02%-1277.8pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,625 | $2,938+23.4% | $3,963-8.5% | $3,740-3.1% |
| Admin fee / account holder | $613 | $3,976-84.6% | $5,611-89.1% | $5,306-88.4% |