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 | $32,260 | $70,756-54.4% | $65,493-50.7% | $142,382-77.3% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 18.41% | 1754.89%-1736.5pp | 982.45%-964.0pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,571 | $2,881-45.5% | $2,574-39.0% | $4,299-63.5% |
| Participant deferral / active EE | $7,766 | $4,637+67.5% | $3,961+96.1% | $6,507+19.3% |
| Admin fee / account holder | $7,857 | $6,559+19.8% | $5,028+56.3% | $12,624-37.8% |