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 | $48,171 | $169,032-71.5% | $129,207-62.7% | $145,922-67.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.76% | 14330.11%-14321.4pp | 9417.33%-9408.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $1,052 | $5,537-81.0% | $4,153-74.7% | $4,660-77.4% |
| Participant deferral / active EE | $6,093 | $4,987+22.2% | $4,168+46.2% | $6,688-8.9% |
| Admin fee / account holder | $579 | $9,954-94.2% | $7,715-92.5% | $13,397-95.7% |