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 7-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 | $31,911 | $92,703-65.6% | $82,719-61.4% | $134,475-76.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 4.15% | 944.92%-940.8pp | 701.18%-697.0pp | 417.96%-413.8pp |
| Employer contribution / active EE | $5,871 | $3,274+79.3% | $3,009+95.1% | $4,740+23.9% |
| Participant deferral / active EE | $12,259 | $4,802+155.3% | $4,395+178.9% | $6,400+91.6% |
| Admin fee / account holder | $1,825 | $5,983-69.5% | $5,329-65.8% | $11,426-84.0% |