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 | $35,396 | $115,770-69.4% | $101,248-65.0% | $158,922-77.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.28% | 56.14%-31.9pp | 46.47%-22.2pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,943 | $4,175-29.5% | $3,660-19.6% | $4,761-38.2% |
| Participant deferral / active EE | $5,896 | $4,957+18.9% | $4,370+34.9% | $5,982-1.4% |
| Admin fee / account holder | $43,295 | $7,245+497.6% | $5,945+628.2% | $11,246+285.0% |