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 | $20,794 | $29,660-29.9% | $56,411-63.1% | $80,856-74.3% |
| Participation rate | 81.1% | 41.6%+39.5pp | 52.5%+28.6pp | 67.6%+13.5pp |
| Annual return | 13.23% | 35.23%-22.0pp | 1701.33%-1688.1pp | 35.59%-22.4pp |
| Employer contribution / active EE | $783 | $669+16.9% | $1,039-24.7% | $2,755-71.6% |
| Participant deferral / active EE | $1,487 | $1,226+21.3% | $1,952-23.8% | $4,296-65.4% |
| Admin fee / account holder | $2,628 | $2,428+8.2% | $2,829-7.1% | $6,918-62.0% |