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 | $18,177 | $109,327-83.4% | $89,391-79.7% | $158,922-88.6% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.0%+9.8pp | 82.0%-4.2pp |
| Annual return | 18.36% | 345.68%-327.3pp | 245.62%-227.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $920 | $3,170-71.0% | $2,586-64.4% | $4,761-80.7% |
| Participant deferral / active EE | $3,427 | $4,598-25.5% | $3,890-11.9% | $5,982-42.7% |
| Admin fee / account holder | $1,628 | $6,153-73.5% | $4,881-66.7% | $11,246-85.5% |