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 | $49,143 | $72,400-32.1% | $67,502-27.2% | $145,922-66.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 14.40% | 7182.46%-7168.1pp | 3512.12%-3497.7pp | 561.29%-546.9pp |
| Employer contribution / active EE | $9,814 | $3,069+219.8% | $2,731+259.4% | $4,660+110.6% |
| Participant deferral / active EE | $14,952 | $4,783+212.6% | $4,000+273.8% | $6,688+123.6% |
| Admin fee / account holder | $4,119 | $5,539-25.6% | $3,998+3.0% | $13,397-69.3% |