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 | $35,980 | $118,849-69.7% | $96,562-62.7% | $167,490-78.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 19.37% | 50.49%-31.1pp | 37.78%-18.4pp | 478.56%-459.2pp |
| Employer contribution / active EE | $8,272 | $3,120+165.2% | $2,356+251.0% | $4,837+71.0% |
| Participant deferral / active EE | $3,456 | $4,616-25.1% | $3,849-10.2% | $6,341-45.5% |
| Admin fee / account holder | $1,589 | $8,065-80.3% | $6,181-74.3% | $12,309-87.1% |