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 8-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 | $47,260 | $129,942-63.6% | $104,294-54.7% | $134,475-64.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -0.04% | 42.03%-42.1pp | 24.61%-24.6pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,974 | $4,184-52.8% | $3,372-41.4% | $4,740-58.3% |
| Participant deferral / active EE | $7,543 | $5,588+35.0% | $4,625+63.1% | $6,400+17.9% |
| Admin fee / account holder | $2,299 | $9,323-75.3% | $7,339-68.7% | $11,426-79.9% |