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 | $43,687 | $109,817-60.2% | $98,442-55.6% | $167,490-73.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 13.84% | 1956.69%-1942.8pp | 1492.73%-1478.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,928 | $3,224-9.2% | $2,960-1.1% | $4,837-39.5% |
| Participant deferral / active EE | $3,608 | $4,673-22.8% | $4,276-15.6% | $6,341-43.1% |
| Admin fee / account holder | $320 | $6,753-95.3% | $5,949-94.6% | $12,309-97.4% |