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 | $25,488 | $70,756-64.0% | $65,493-61.1% | $142,382-82.1% |
| Participation rate | 88.2% | 77.4%+10.9pp | 73.1%+15.1pp | 80.1%+8.1pp |
| Annual return | 11.43% | 1754.89%-1743.5pp | 982.45%-971.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,507 | $2,881-47.7% | $2,574-41.5% | $4,299-64.9% |
| Participant deferral / active EE | $2,902 | $4,637-37.4% | $3,961-26.7% | $6,507-55.4% |
| Admin fee / account holder | $5,895 | $6,559-10.1% | $5,028+17.2% | $12,624-53.3% |