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 6-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 | $17,045 | $76,738-77.8% | $56,411-69.8% | $145,922-88.3% |
| Participation rate | 80.0% | 63.2%+16.8pp | 52.5%+27.5pp | 80.3%-0.3pp |
| Annual return | 10.73% | 2994.23%-2983.5pp | 1701.33%-1690.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,337 | $1,380-3.1% | $1,039+28.7% | $4,660-71.3% |
| Participant deferral / active EE | $2,074 | $2,623-20.9% | $1,952+6.3% | $6,688-69.0% |
| Admin fee / account holder | $3,206 | $3,334-3.8% | $2,829+13.3% | $13,397-76.1% |