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 | $21,262 | $83,902-74.7% | $167,512-87.3% | $84,808-74.9% |
| Participation rate | 93.8% | 66.5%+27.3pp | 77.1%+16.7pp | 68.3%+25.4pp |
| Annual return | 16.05% | 91.55%-75.5pp | 1615.79%-1599.7pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,358 | $2,264-40.0% | $3,882-65.0% | $2,631-48.4% |
| Participant deferral / active EE | $4,127 | $4,442-7.1% | $6,405-35.6% | $4,212-2.0% |
| Admin fee / account holder | $3,977 | $7,915-49.8% | $9,769-59.3% | $7,344-45.8% |