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 7-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 | $45,314 | $88,751-48.9% | $81,812-44.6% | $145,922-68.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.83% | 1025.40%-1013.6pp | 773.79%-762.0pp | 561.29%-549.5pp |
| Employer contribution / active EE | $1,495 | $3,083-51.5% | $2,912-48.7% | $4,660-67.9% |
| Participant deferral / active EE | $2,733 | $4,643-41.1% | $4,319-36.7% | $6,688-59.1% |
| Admin fee / account holder | $11,066 | $8,415+31.5% | $7,386+49.8% | $13,397-17.4% |