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 | $19,651 | $48,570-59.5% | $130,648-85.0% | $72,985-73.1% |
| Participation rate | 84.6% | 58.6%+26.0pp | 71.7%+12.9pp | 69.5%+15.1pp |
| Annual return | 22.20% | 38.63%-16.4pp | 1708.96%-1686.8pp | 81.00%-58.8pp |
| Employer contribution / active EE | $437 | $1,334-67.2% | $4,092-89.3% | $2,440-82.1% |
| Participant deferral / active EE | $4,151 | $2,384+74.1% | $3,603+15.2% | $3,607+15.1% |
| Admin fee / account holder | $1,718 | $3,549-51.6% | $5,464-68.6% | $5,124-66.5% |