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 | $53,610 | $109,817-51.2% | $98,442-45.5% | $167,490-68.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.32% | 1956.69%-1940.4pp | 1492.73%-1476.4pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,317 | $3,224-59.2% | $2,960-55.5% | $4,837-72.8% |
| Participant deferral / active EE | $888 | $4,673-81.0% | $4,276-79.2% | $6,341-86.0% |
| Admin fee / account holder | $346 | $6,753-94.9% | $5,949-94.2% | $12,309-97.2% |