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 | $37,465 | $91,538-59.1% | $129,995-71.2% | $75,163-50.2% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 21.66% | -631.11%+652.8pp | -137.18%+158.8pp | 160.62%-139.0pp |
| Employer contribution / active EE | $14,223 | $2,845+399.9% | $4,320+229.3% | $2,670+432.7% |
| Participant deferral / active EE | $9,265 | $4,341+113.4% | $5,820+59.2% | $4,125+124.6% |
| Admin fee / account holder | $5,641 | $6,790-16.9% | $10,614-46.9% | $5,651-0.2% |