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 | $24,410 | $99,020-75.3% | $86,590-71.8% | $147,584-83.5% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.72% | 1312.34%-1289.6pp | 964.84%-942.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $7,795 | $3,132+148.9% | $2,839+174.5% | $4,876+59.9% |
| Participant deferral / active EE | $13,730 | $3,972+245.6% | $3,609+280.5% | $5,439+152.4% |
| Admin fee / account holder | $2,534 | $5,710-55.6% | $4,906-48.3% | $10,885-76.7% |