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 | $30,962 | $226,064-86.3% | $182,532-83.0% | $152,861-79.7% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.0%+16.8pp | 82.4%+12.3pp |
| Annual return | 20.99% | 192.51%-171.5pp | 148.54%-127.5pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,530 | $4,978-69.3% | $4,076-62.5% | $4,762-67.9% |
| Participant deferral / active EE | $2,837 | $6,368-55.4% | $5,524-48.6% | $5,850-51.5% |
| Admin fee / account holder | $498 | $10,703-95.3% | $8,592-94.2% | $11,596-95.7% |