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 | $25,292 | $70,756-64.3% | $65,493-61.4% | $142,382-82.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.23% | 1754.89%-1737.7pp | 982.45%-965.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,862 | $2,881-35.4% | $2,574-27.7% | $4,299-56.7% |
| Participant deferral / active EE | $3,799 | $4,637-18.1% | $3,961-4.1% | $6,507-41.6% |
| Admin fee / account holder | $988 | $6,559-84.9% | $5,028-80.3% | $12,624-92.2% |