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 | $34,244 | $83,337-58.9% | $67,834-49.5% | $273,961-87.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 8.56% | 259.45%-250.9pp | 138.47%-129.9pp | 41.45%-32.9pp |
| Employer contribution / active EE | $8,439 | $3,287+156.7% | $2,403+251.1% | $4,869+73.3% |
| Participant deferral / active EE | $5,991 | $4,088+46.5% | $3,160+89.6% | $5,287+13.3% |
| Admin fee / account holder | $648 | $6,752-90.4% | $4,622-86.0% | $10,132-93.6% |