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 | $24,760 | $115,770-78.6% | $101,248-75.5% | $158,922-84.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.33% | 56.14%-44.8pp | 46.47%-35.1pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,035 | $4,175-51.2% | $3,660-44.4% | $4,761-57.3% |
| Participant deferral / active EE | $2,972 | $4,957-40.0% | $4,370-32.0% | $5,982-50.3% |
| Admin fee / account holder | $1,290 | $7,245-82.2% | $5,945-78.3% | $11,246-88.5% |