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 7-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 | $32,015 | $126,574-74.7% | $106,213-69.9% | $145,922-78.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.65% | 224.79%-215.1pp | 116.14%-106.5pp | 561.29%-551.6pp |
| Employer contribution / active EE | $1,569 | $3,730-57.9% | $3,171-50.5% | $4,660-66.3% |
| Participant deferral / active EE | $4,123 | $5,724-28.0% | $5,016-17.8% | $6,688-38.3% |
| Admin fee / account holder | $3,968 | $17,304-77.1% | $11,033-64.0% | $13,397-70.4% |