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 6-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 | $56,218 | $114,047-50.7% | $96,139-41.5% | $167,490-66.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.72% | 189.88%-178.2pp | 191.94%-180.2pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,872 | $3,427-45.4% | $2,797-33.1% | $4,837-61.3% |
| Participant deferral / active EE | $10,814 | $5,194+108.2% | $4,349+148.7% | $6,341+70.5% |
| Admin fee / account holder | $1,574 | $6,897-77.2% | $5,537-71.6% | $12,309-87.2% |