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 | $51,455 | $110,809-53.6% | $86,874-40.8% | $167,490-69.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 16.70% | 116.98%-100.3pp | 63.52%-46.8pp | 478.56%-461.9pp |
| Employer contribution / active EE | $6,619 | $3,244+104.1% | $2,495+165.3% | $4,837+36.8% |
| Participant deferral / active EE | $5,376 | $4,546+18.3% | $3,699+45.3% | $6,341-15.2% |
| Admin fee / account holder | $1,292 | $8,415-84.6% | $5,828-77.8% | $12,309-89.5% |