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 | $52,924 | $114,047-53.6% | $96,139-45.0% | $167,490-68.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.95% | 189.88%-177.9pp | 191.94%-180.0pp | 478.56%-466.6pp |
| Employer contribution / active EE | $637 | $3,427-81.4% | $2,797-77.2% | $4,837-86.8% |
| Participant deferral / active EE | $3,693 | $5,194-28.9% | $4,349-15.1% | $6,341-41.8% |
| Admin fee / account holder | $2,282 | $6,897-66.9% | $5,537-58.8% | $12,309-81.5% |