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 | $33,134 | $96,305-65.6% | $80,569-58.9% | $139,434-76.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 13.72% | 1350.08%-1336.4pp | 935.43%-921.7pp | 372.94%-359.2pp |
| Employer contribution / active EE | $3,431 | $3,262+5.2% | $2,723+26.0% | $4,751-27.8% |
| Participant deferral / active EE | $8,577 | $5,232+63.9% | $4,447+92.9% | $6,710+27.8% |
| Admin fee / account holder | $2,993 | $6,599-54.6% | $5,377-44.3% | $11,403-73.8% |