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 | $29,895 | $85,790-65.2% | $67,313-55.6% | $135,375-77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 59.10% | -0.54%+59.6pp | -4.08%+63.2pp | 519.73%-460.6pp |
| Employer contribution / active EE | $3,855 | $3,487+10.5% | $2,566+50.3% | $4,779-19.3% |
| Participant deferral / active EE | $10,185 | $4,651+119.0% | $3,568+185.4% | $5,609+81.6% |
| Admin fee / account holder | $2,549 | $6,392-60.1% | $4,507-43.4% | $10,827-76.5% |