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 | $20,606 | $30,400-32.2% | $53,898-61.8% | $84,808-75.7% |
| Participation rate | 73.4% | 46.4%+27.0pp | 55.0%+18.5pp | 68.3%+5.1pp |
| Annual return | 23.95% | 500.19%-476.2pp | 528.60%-504.6pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,135 | $603+88.3% | $932+21.8% | $2,631-56.9% |
| Participant deferral / active EE | $1,820 | $1,199+51.8% | $1,826-0.3% | $4,212-56.8% |
| Admin fee / account holder | $848 | $1,993-57.5% | $2,491-66.0% | $7,344-88.5% |