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 | $30,989 | $27,915+11.0% | $58,482-47.0% | $75,163-58.8% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 18.38% | 44.20%-25.8pp | 4239.32%-4220.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $1,217 | $669+81.9% | $1,053+15.5% | $2,670-54.4% |
| Participant deferral / active EE | $2,160 | $1,201+79.8% | $1,924+12.3% | $4,125-47.6% |
| Admin fee / account holder | $3,466 | $1,726+100.8% | $2,516+37.7% | $5,651-38.7% |