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 | $33,818 | $76,738-55.9% | $56,411-40.1% | $145,922-76.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.58% | 2994.23%-2985.6pp | 1701.33%-1692.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $870 | $1,380-36.9% | $1,039-16.2% | $4,660-81.3% |
| Participant deferral / active EE | $4,933 | $2,623+88.1% | $1,952+152.7% | $6,688-26.2% |
| Admin fee / account holder | $448 | $3,334-86.5% | $2,829-84.1% | $13,397-96.7% |