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 | $44,199 | $72,400-39.0% | $67,502-34.5% | $145,922-69.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 16.15% | 7182.46%-7166.3pp | 3512.12%-3496.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,406 | $3,069-54.2% | $2,731-48.5% | $4,660-69.8% |
| Participant deferral / active EE | $5,142 | $4,783+7.5% | $4,000+28.6% | $6,688-23.1% |
| Admin fee / account holder | $1,750 | $5,539-68.4% | $3,998-56.2% | $13,397-86.9% |