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 | $27,048 | $83,902-67.8% | $167,512-83.9% | $84,808-68.1% |
| Participation rate | 97.1% | 66.5%+30.7pp | 77.1%+20.1pp | 68.3%+28.8pp |
| Annual return | 14.21% | 91.55%-77.3pp | 1615.79%-1601.6pp | 40.90%-26.7pp |
| Employer contribution / active EE | $611 | $2,264-73.0% | $3,882-84.3% | $2,631-76.8% |
| Participant deferral / active EE | $2,413 | $4,442-45.7% | $6,405-62.3% | $4,212-42.7% |
| Admin fee / account holder | $406 | $7,915-94.9% | $9,769-95.8% | $7,344-94.5% |