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 | $21,061 | $27,915-24.6% | $58,482-64.0% | $75,163-72.0% |
| Participation rate | 72.9% | 38.8%+34.1pp | 50.9%+22.1pp | 67.2%+5.7pp |
| Annual return | 20.34% | 44.20%-23.9pp | 4239.32%-4219.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,443 | $669+115.8% | $1,053+37.0% | $2,670-45.9% |
| Participant deferral / active EE | $1,754 | $1,201+46.0% | $1,924-8.8% | $4,125-57.5% |
| Admin fee / account holder | $1,552 | $1,726-10.1% | $2,516-38.3% | $5,651-72.5% |