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 | $20,385 | $29,660-31.3% | $56,411-63.9% | $80,856-74.8% |
| Participation rate | 96.8% | 41.6%+55.1pp | 52.5%+44.3pp | 67.6%+29.1pp |
| Annual return | 15.20% | 35.23%-20.0pp | 1701.33%-1686.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,107 | $669+214.8% | $1,039+102.9% | $2,755-23.5% |
| Participant deferral / active EE | $2,188 | $1,226+78.5% | $1,952+12.1% | $4,296-49.1% |
| Admin fee / account holder | $331 | $2,428-86.4% | $2,829-88.3% | $6,918-95.2% |