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 | $15,086 | $58,927-74.4% | $76,817-80.4% | $72,985-79.3% |
| Participation rate | 89.8% | 67.3%+22.5pp | 72.1%+17.7pp | 69.5%+20.3pp |
| Annual return | 22.95% | 2305.64%-2282.7pp | 1166.11%-1143.2pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,148 | $1,787-35.7% | $2,302-50.1% | $2,440-52.9% |
| Participant deferral / active EE | $2,186 | $2,690-18.8% | $3,336-34.5% | $3,607-39.4% |
| Admin fee / account holder | $1,041 | $4,013-74.1% | $6,420-83.8% | $5,124-79.7% |