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 8-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 | $43,591 | $95,416-54.3% | $185,823-76.5% | $85,850-49.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 44.54% | 23.59%+21.0pp | 122.05%-77.5pp | 318.53%-274.0pp |
| Employer contribution / active EE | $1,701 | $3,314-48.7% | $5,167-67.1% | $2,565-33.7% |
| Participant deferral / active EE | $4,179 | $3,423+22.1% | $5,568-24.9% | $3,952+5.7% |
| Admin fee / account holder | $2,996 | $7,213-58.5% | $16,237-81.6% | $6,260-52.1% |