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 | $31,946 | $48,570-34.2% | $130,648-75.5% | $72,985-56.2% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 21.48% | 38.63%-17.1pp | 1708.96%-1687.5pp | 81.00%-59.5pp |
| Employer contribution / active EE | $510 | $1,334-61.8% | $4,092-87.5% | $2,440-79.1% |
| Participant deferral / active EE | $6,110 | $2,384+156.3% | $3,603+69.6% | $3,607+69.4% |
| Admin fee / account holder | $1,721 | $3,549-51.5% | $5,464-68.5% | $5,124-66.4% |