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 | $28,350 | $96,635-70.7% | $86,612-67.3% | $139,434-79.7% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 17.38% | 106.41%-89.0pp | 591.07%-573.7pp | 372.94%-355.6pp |
| Employer contribution / active EE | $1,720 | $3,263-47.3% | $3,022-43.1% | $4,751-63.8% |
| Participant deferral / active EE | $4,188 | $4,836-13.4% | $4,438-5.6% | $6,710-37.6% |
| Admin fee / account holder | $320 | $6,408-95.0% | $5,614-94.3% | $11,403-97.2% |