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 | $24,908 | $34,308-27.4% | $74,701-66.7% | $72,985-65.9% |
| Participation rate | 77.0% | 42.4%+34.7pp | 54.5%+22.6pp | 69.5%+7.6pp |
| Annual return | 20.04% | 26.58%-6.5pp | 752.92%-732.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $796 | $692+15.1% | $1,084-26.5% | $2,440-67.4% |
| Participant deferral / active EE | $1,103 | $1,271-13.2% | $1,964-43.8% | $3,607-69.4% |
| Admin fee / account holder | $985 | $2,124-53.6% | $3,333-70.4% | $5,124-80.8% |