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 | $24,104 | $76,738-68.6% | $56,411-57.3% | $145,922-83.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.87% | 2994.23%-2985.4pp | 1701.33%-1692.5pp | 561.29%-552.4pp |
| Employer contribution / active EE | $2,955 | $1,380+114.1% | $1,039+184.5% | $4,660-36.6% |
| Participant deferral / active EE | $8,915 | $2,623+239.9% | $1,952+356.7% | $6,688+33.3% |
| Admin fee / account holder | $5,778 | $3,334+73.3% | $2,829+104.3% | $13,397-56.9% |