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 | $25,540 | $29,660-13.9% | $56,411-54.7% | $80,856-68.4% |
| Participation rate | 76.4% | 41.6%+34.7pp | 52.5%+23.9pp | 67.6%+8.8pp |
| Annual return | 12.64% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $1,093 | $669+63.3% | $1,039+5.2% | $2,755-60.3% |
| Participant deferral / active EE | $3,092 | $1,226+152.2% | $1,952+58.4% | $4,296-28.0% |
| Admin fee / account holder | $1,212 | $2,428-50.1% | $2,829-57.2% | $6,918-82.5% |