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 | $45,255 | $30,400+48.9% | $53,898-16.0% | $84,808-46.6% |
| Participation rate | 97.2% | 46.4%+50.8pp | 55.0%+42.3pp | 68.3%+28.9pp |
| Annual return | 15.50% | 500.19%-484.7pp | 528.60%-513.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,028 | $603+70.6% | $932+10.3% | $2,631-60.9% |
| Participant deferral / active EE | $2,069 | $1,199+72.6% | $1,826+13.3% | $4,212-50.9% |
| Admin fee / account holder | $497 | $1,993-75.1% | $2,491-80.1% | $7,344-93.2% |