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 | $27,600 | $76,738-64.0% | $56,411-51.1% | $145,922-81.1% |
| Participation rate | 78.9% | 63.2%+15.7pp | 52.5%+26.5pp | 80.3%-1.3pp |
| Annual return | 13.00% | 2994.23%-2981.2pp | 1701.33%-1688.3pp | 561.29%-548.3pp |
| Employer contribution / active EE | $190 | $1,380-86.2% | $1,039-81.7% | $4,660-95.9% |
| Participant deferral / active EE | $2,660 | $2,623+1.4% | $1,952+36.3% | $6,688-60.2% |
| Admin fee / account holder | $3,223 | $3,334-3.3% | $2,829+13.9% | $13,397-75.9% |