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 | $36,047 | $29,660+21.5% | $56,411-36.1% | $80,856-55.4% |
| Participation rate | 93.2% | 41.6%+51.5pp | 52.5%+40.7pp | 67.6%+25.5pp |
| Annual return | 10.69% | 35.23%-24.5pp | 1701.33%-1690.6pp | 35.59%-24.9pp |
| Employer contribution / active EE | $745 | $669+11.4% | $1,039-28.2% | $2,755-72.9% |
| Participant deferral / active EE | $2,617 | $1,226+113.5% | $1,952+34.1% | $4,296-39.1% |
| Admin fee / account holder | $4,264 | $2,428+75.7% | $2,829+50.7% | $6,918-38.4% |