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 | $20,383 | $75,828-73.1% | $147,614-86.2% | $59,632-65.8% |
| Participation rate | 96.8% | 71.6%+25.2pp | 84.6%+12.2pp | 68.7%+28.1pp |
| Annual return | -1.61% | 0.37%-2.0pp | 61.98%-63.6pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,145 | $3,485-67.1% | $5,564-79.4% | $2,203-48.0% |
| Participant deferral / active EE | $1,842 | $3,130-41.2% | $4,895-62.4% | $3,192-42.3% |
| Admin fee / account holder | $871 | $5,985-85.5% | $11,611-92.5% | $4,297-79.7% |