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 | $26,391 | $45,152-41.6% | $73,843-64.3% | $59,632-55.7% |
| Participation rate | 97.1% | 64.0%+33.0pp | 73.4%+23.6pp | 68.7%+28.4pp |
| Annual return | -1.30% | 27.40%-28.7pp | 2267.84%-2269.1pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $816 | $1,902-57.1% | $2,787-70.7% | $2,203-62.9% |
| Participant deferral / active EE | $3,316 | $2,574+28.8% | $3,583-7.4% | $3,192+3.9% |
| Admin fee / account holder | $377 | $3,516-89.3% | $4,880-92.3% | $4,297-91.2% |