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 | $41,912 | $73,515-43.0% | $62,995-33.5% | $147,584-71.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 16.81% | 175.43%-158.6pp | 87.57%-70.8pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,322 | $3,320-60.2% | $2,759-52.1% | $4,876-72.9% |
| Participant deferral / active EE | $3,695 | $4,185-11.7% | $3,329+11.0% | $5,439-32.1% |
| Admin fee / account holder | $1,150 | $5,953-80.7% | $3,600-68.1% | $10,885-89.4% |