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 | $85,195 | $176,662-51.8% | $130,648-34.8% | $152,861-44.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 10.98% | 2692.24%-2681.3pp | 1708.96%-1698.0pp | 345.32%-334.3pp |
| Employer contribution / active EE | $1,572 | $5,742-72.6% | $4,092-61.6% | $4,762-67.0% |
| Participant deferral / active EE | $7,529 | $4,361+72.6% | $3,603+109.0% | $5,850+28.7% |
| Admin fee / account holder | $2,430 | $7,133-65.9% | $5,464-55.5% | $11,596-79.0% |