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 | $55,616 | $109,817-49.4% | $98,442-43.5% | $167,490-66.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 10.81% | 1956.69%-1945.9pp | 1492.73%-1481.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $1,908 | $3,224-40.8% | $2,960-35.5% | $4,837-60.6% |
| Participant deferral / active EE | $1,137 | $4,673-75.7% | $4,276-73.4% | $6,341-82.1% |
| Admin fee / account holder | $3,724 | $6,753-44.8% | $5,949-37.4% | $12,309-69.7% |