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 | $32,907 | $81,625-59.7% | $58,482-43.7% | $139,434-76.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 16.84% | 7404.20%-7387.4pp | 4239.32%-4222.5pp | 372.94%-356.1pp |
| Employer contribution / active EE | $9,532 | $1,398+581.7% | $1,053+805.0% | $4,751+100.6% |
| Participant deferral / active EE | $8,424 | $2,557+229.5% | $1,924+337.9% | $6,710+25.5% |
| Admin fee / account holder | $502 | $3,265-84.6% | $2,516-80.0% | $11,403-95.6% |