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 | $41,385 | $70,756-41.5% | $65,493-36.8% | $142,382-70.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.41% | 1754.89%-1739.5pp | 982.45%-967.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,332 | $2,881+15.7% | $2,574+29.4% | $4,299-22.5% |
| Participant deferral / active EE | $4,744 | $4,637+2.3% | $3,961+19.8% | $6,507-27.1% |
| Admin fee / account holder | $3,589 | $6,559-45.3% | $5,028-28.6% | $12,624-71.6% |