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 | $41,738 | $96,635-56.8% | $86,612-51.8% | $139,434-70.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 31.83% | 106.41%-74.6pp | 591.07%-559.2pp | 372.94%-341.1pp |
| Employer contribution / active EE | $1,444 | $3,263-55.7% | $3,022-52.2% | $4,751-69.6% |
| Participant deferral / active EE | $6,159 | $4,836+27.4% | $4,438+38.8% | $6,710-8.2% |
| Admin fee / account holder | $1,397 | $6,408-78.2% | $5,614-75.1% | $11,403-87.7% |