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 | $43,620 | $155,788-72.0% | $124,672-65.0% | $167,490-74.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 12.44% | 17.97%-5.5pp | 5142.93%-5130.5pp | 478.56%-466.1pp |
| Employer contribution / active EE | $1,250 | $4,163-70.0% | $3,324-62.4% | $4,837-74.2% |
| Participant deferral / active EE | $4,135 | $5,673-27.1% | $4,614-10.4% | $6,341-34.8% |
| Admin fee / account holder | $3,029 | $9,531-68.2% | $7,493-59.6% | $12,309-75.4% |