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 | $22,018 | $57,281-61.6% | $86,612-74.6% | $75,163-70.7% |
| Participation rate | 97.5% | 63.2%+34.3pp | 71.7%+25.8pp | 67.2%+30.3pp |
| Annual return | 26.93% | 2670.75%-2643.8pp | 591.07%-564.1pp | 160.62%-133.7pp |
| Employer contribution / active EE | $2,644 | $2,314+14.2% | $3,022-12.5% | $2,670-1.0% |
| Participant deferral / active EE | $5,902 | $3,318+77.9% | $4,438+33.0% | $4,125+43.1% |
| Admin fee / account holder | $740 | $4,112-82.0% | $5,614-86.8% | $5,651-86.9% |