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 | $25,546 | $53,516-52.3% | $126,539-79.8% | $84,808-69.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 17.30% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,764 | $1,535+15.0% | $3,674-52.0% | $2,631-32.9% |
| Participant deferral / active EE | $3,323 | $2,671+24.4% | $4,083-18.6% | $4,212-21.1% |
| Admin fee / account holder | $392 | $4,497-91.3% | $6,065-93.5% | $7,344-94.7% |