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 | $30,725 | $65,561-53.1% | $86,188-64.4% | $75,163-59.1% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 22.45% | 46.05%-23.6pp | 1168.45%-1146.0pp | 160.62%-138.2pp |
| Employer contribution / active EE | $4,301 | $1,553+177.0% | $2,380+80.7% | $2,670+61.1% |
| Participant deferral / active EE | $11,034 | $3,024+264.9% | $3,985+176.9% | $4,125+167.5% |
| Admin fee / account holder | $4,879 | $5,474-10.9% | $6,852-28.8% | $5,651-13.7% |