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 9-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 | $36,315 | $115,770-68.6% | $101,248-64.1% | $158,922-77.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.99% | 56.14%-31.2pp | 46.47%-21.5pp | 302.83%-277.8pp |
| Employer contribution / active EE | $9,062 | $4,175+117.1% | $3,660+147.6% | $4,761+90.3% |
| Participant deferral / active EE | $2,717 | $4,957-45.2% | $4,370-37.8% | $5,982-54.6% |
| Admin fee / account holder | $560 | $7,245-92.3% | $5,945-90.6% | $11,246-95.0% |