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 | $57,586 | $73,360-21.5% | $177,989-67.6% | $74,495-22.7% |
| Participation rate | 71.3% | 66.6%+4.7pp | 77.1%-5.8pp | 67.2%+4.1pp |
| Annual return | 14.27% | 17.49%-3.2pp | 294.48%-280.2pp | 1364.94%-1350.7pp |
| Employer contribution / active EE | $1,603 | $2,216-27.7% | $3,949-59.4% | $2,623-38.9% |
| Participant deferral / active EE | $3,634 | $4,513-19.5% | $6,276-42.1% | $4,346-16.4% |
| Admin fee / account holder | $2,658 | $1,808+47.0% | $10,363-74.4% | $1,942+36.9% |