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 | $45,189 | $73,515-38.5% | $62,995-28.3% | $147,584-69.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.48% | 175.43%-164.9pp | 87.57%-77.1pp | 578.55%-568.1pp |
| Employer contribution / active EE | $3,479 | $3,320+4.8% | $2,759+26.1% | $4,876-28.7% |
| Participant deferral / active EE | $4,945 | $4,185+18.2% | $3,329+48.5% | $5,439-9.1% |
| Admin fee / account holder | $3,870 | $5,953-35.0% | $3,600+7.5% | $10,885-64.4% |