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 9-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 | $19,276 | $60,124-67.9% | $90,404-78.7% | $79,858-75.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 21.46% | 71.94%-50.5pp | 1293.02%-1271.6pp | 31.71%-10.3pp |
| Employer contribution / active EE | $1,378 | $2,068-33.4% | $3,262-57.8% | $2,471-44.2% |
| Participant deferral / active EE | $3,945 | $2,938+34.3% | $3,963-0.5% | $3,740+5.5% |
| Admin fee / account holder | $577 | $3,976-85.5% | $5,611-89.7% | $5,306-89.1% |