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 | $44,488 | $65,561-32.1% | $86,188-48.4% | $75,163-40.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 21.71% | 46.05%-24.3pp | 1168.45%-1146.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $1,205 | $1,553-22.4% | $2,380-49.4% | $2,670-54.9% |
| Participant deferral / active EE | $1,347 | $3,024-55.4% | $3,985-66.2% | $4,125-67.3% |
| Admin fee / account holder | $2,349 | $5,474-57.1% | $6,852-65.7% | $5,651-58.4% |