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 | $23,469 | $63,346-63.0% | $92,233-74.6% | $70,131-66.5% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 18.63% | 530.12%-511.5pp | 176.28%-157.7pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,071 | $2,471-16.2% | $3,679-43.7% | $2,342-11.6% |
| Participant deferral / active EE | $2,869 | $2,854+0.5% | $3,897-26.4% | $3,332-13.9% |
| Admin fee / account holder | $514 | $3,840-86.6% | $5,194-90.1% | $4,645-88.9% |