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 | $30,038 | $158,398-81.0% | $126,539-76.3% | $142,382-78.9% |
| Participation rate | 81.3% | 75.8%+5.4pp | 69.8%+11.4pp | 80.1%+1.1pp |
| Annual return | 18.24% | 593.76%-575.5pp | 425.95%-407.7pp | 217.08%-198.8pp |
| Employer contribution / active EE | $653 | $4,650-86.0% | $3,674-82.2% | $4,299-84.8% |
| Participant deferral / active EE | $1,601 | $4,767-66.4% | $4,083-60.8% | $6,507-75.4% |
| Admin fee / account holder | $354 | $6,918-94.9% | $6,065-94.2% | $12,624-97.2% |