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 | $43,170 | $109,817-60.7% | $98,442-56.1% | $167,490-74.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.86% | 1956.69%-1945.8pp | 1492.73%-1481.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,788 | $3,224-13.5% | $2,960-5.8% | $4,837-42.4% |
| Participant deferral / active EE | $6,904 | $4,673+47.7% | $4,276+61.5% | $6,341+8.9% |
| Admin fee / account holder | $1,953 | $6,753-71.1% | $5,949-67.2% | $12,309-84.1% |