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 | $41,648 | $72,400-42.5% | $67,502-38.3% | $145,922-71.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 19.01% | 7182.46%-7163.5pp | 3512.12%-3493.1pp | 561.29%-542.3pp |
| Employer contribution / active EE | $3,722 | $3,069+21.3% | $2,731+36.3% | $4,660-20.1% |
| Participant deferral / active EE | $4,206 | $4,783-12.1% | $4,000+5.2% | $6,688-37.1% |
| Admin fee / account holder | $943 | $5,539-83.0% | $3,998-76.4% | $13,397-93.0% |