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 7-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 | $35,597 | $109,817-67.6% | $98,442-63.8% | $167,490-78.7% |
| Participation rate | 93.3% | 75.8%+17.5pp | 73.3%+20.0pp | 82.1%+11.2pp |
| Annual return | 12.76% | 1956.69%-1943.9pp | 1492.73%-1480.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $993 | $3,224-69.2% | $2,960-66.4% | $4,837-79.5% |
| Participant deferral / active EE | $2,372 | $4,673-49.2% | $4,276-44.5% | $6,341-62.6% |
| Admin fee / account holder | $2,583 | $6,753-61.7% | $5,949-56.6% | $12,309-79.0% |