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 | $32,490 | $70,606-54.0% | $53,898-39.7% | $142,382-77.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 14.22% | 619.81%-605.6pp | 528.60%-514.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $811 | $1,202-32.6% | $932-13.0% | $4,299-81.1% |
| Participant deferral / active EE | $4,467 | $2,364+89.0% | $1,826+144.6% | $6,507-31.3% |
| Admin fee / account holder | $395 | $2,852-86.1% | $2,491-84.1% | $12,624-96.9% |