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 5-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 | $15,371 | $109,982-86.0% | $97,226-84.2% | $145,922-89.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.94% | 242.90%-229.0pp | 75.13%-61.2pp | 561.29%-547.3pp |
| Employer contribution / active EE | $1,580 | $3,084-48.8% | $2,729-42.1% | $4,660-66.1% |
| Participant deferral / active EE | $6,094 | $4,676+30.3% | $4,264+42.9% | $6,688-8.9% |
| Admin fee / account holder | $423 | $6,221-93.2% | $5,654-92.5% | $13,397-96.8% |