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 | $12,775 | $109,817-88.4% | $98,442-87.0% | $167,490-92.4% |
| Participation rate | 85.7% | 75.8%+9.9pp | 73.3%+12.4pp | 82.1%+3.6pp |
| Annual return | 23.28% | 1956.69%-1933.4pp | 1492.73%-1469.4pp | 478.56%-455.3pp |
| Employer contribution / active EE | $1,217 | $3,224-62.2% | $2,960-58.9% | $4,837-74.8% |
| Participant deferral / active EE | $2,540 | $4,673-45.7% | $4,276-40.6% | $6,341-59.9% |
| Admin fee / account holder | $750 | $6,753-88.9% | $5,949-87.4% | $12,309-93.9% |