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 | $33,217 | $60,323-44.9% | $81,812-59.4% | $74,495-55.4% |
| Participation rate | 79.6% | 62.9%+16.8pp | 72.3%+7.3pp | 67.2%+12.4pp |
| Annual return | 25.92% | 16.90%+9.0pp | 773.79%-747.9pp | 1364.94%-1339.0pp |
| Employer contribution / active EE | $2,408 | $2,620-8.1% | $2,912-17.3% | $2,623-8.2% |
| Participant deferral / active EE | $5,842 | $3,387+72.5% | $4,319+35.3% | $4,346+34.4% |
| Admin fee / account holder | $2,718 | $1,486+82.9% | $7,386-63.2% | $1,942+40.0% |