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 | $21,069 | $90,348-76.7% | $75,972-72.3% | $145,922-85.6% |
| Participation rate | 94.1% | 74.5%+19.7pp | 69.1%+25.1pp | 80.3%+13.8pp |
| Annual return | 13.17% | 620.88%-607.7pp | 359.55%-346.4pp | 561.29%-548.1pp |
| Employer contribution / active EE | $968 | $3,311-70.8% | $2,685-63.9% | $4,660-79.2% |
| Participant deferral / active EE | $4,345 | $5,162-15.8% | $4,255+2.1% | $6,688-35.0% |
| Admin fee / account holder | $609 | $8,467-92.8% | $6,467-90.6% | $13,397-95.5% |