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 | $14,805 | $100,852-85.3% | $90,404-83.6% | $158,922-90.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.85% | 1724.20%-1709.4pp | 1293.02%-1278.2pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,203 | $3,689-67.4% | $3,262-63.1% | $4,761-74.7% |
| Participant deferral / active EE | $3,154 | $4,348-27.5% | $3,963-20.4% | $5,982-47.3% |
| Admin fee / account holder | $323 | $6,501-95.0% | $5,611-94.2% | $11,246-97.1% |