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 | $64,904 | $168,632-61.5% | $147,614-56.0% | $125,391-48.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.22% | 77.65%-77.4pp | 61.98%-61.8pp | 282.22%-282.0pp |
| Employer contribution / active EE | $40,284 | $6,252+544.3% | $5,564+624.0% | $4,866+727.9% |
| Participant deferral / active EE | $23,000 | $5,507+317.7% | $4,895+369.8% | $5,352+329.8% |
| Admin fee / account holder | $3,850 | $13,580-71.7% | $11,611-66.8% | $9,540-59.7% |