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 | $38,737 | $118,680-67.4% | $98,907-60.8% | $158,922-75.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 8.77% | 372.35%-363.6pp | 196.43%-187.7pp | 302.83%-294.1pp |
| Employer contribution / active EE | $1,407 | $3,333-57.8% | $2,689-47.7% | $4,761-70.5% |
| Participant deferral / active EE | $5,186 | $5,088+1.9% | $4,244+22.2% | $5,982-13.3% |
| Admin fee / account holder | $1,143 | $10,131-88.7% | $6,642-82.8% | $11,246-89.8% |