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 | $21,129 | $58,927-64.1% | $76,817-72.5% | $72,985-71.0% |
| Participation rate | 86.7% | 67.3%+19.3pp | 72.1%+14.6pp | 69.5%+17.2pp |
| Annual return | 42.93% | 2305.64%-2262.7pp | 1166.11%-1123.2pp | 81.00%-38.1pp |
| Employer contribution / active EE | $921 | $1,787-48.5% | $2,302-60.0% | $2,440-62.3% |
| Participant deferral / active EE | $1,731 | $2,690-35.7% | $3,336-48.1% | $3,607-52.0% |
| Admin fee / account holder | $1,457 | $4,013-63.7% | $6,420-77.3% | $5,124-71.6% |