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 | $33,450 | $100,852-66.8% | $90,404-63.0% | $158,922-79.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 26.21% | 1724.20%-1698.0pp | 1293.02%-1266.8pp | 302.83%-276.6pp |
| Employer contribution / active EE | $997 | $3,689-73.0% | $3,262-69.4% | $4,761-79.1% |
| Participant deferral / active EE | $1,042 | $4,348-76.0% | $3,963-73.7% | $5,982-82.6% |
| Admin fee / account holder | $6,788 | $6,501+4.4% | $5,611+21.0% | $11,246-39.6% |