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 | $17,061 | $96,635-82.3% | $86,612-80.3% | $139,434-87.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 15.25% | 106.41%-91.2pp | 591.07%-575.8pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,118 | $3,263-65.7% | $3,022-63.0% | $4,751-76.5% |
| Participant deferral / active EE | $931 | $4,836-80.7% | $4,438-79.0% | $6,710-86.1% |
| Admin fee / account holder | $499 | $6,408-92.2% | $5,614-91.1% | $11,403-95.6% |