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 6-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 | $33,880 | $29,660+14.2% | $56,411-39.9% | $80,856-58.1% |
| Participation rate | 100.0% | 41.6%+58.4pp | 52.5%+47.5pp | 67.6%+32.4pp |
| Annual return | 12.76% | 35.23%-22.5pp | 1701.33%-1688.6pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,975 | $669+493.8% | $1,039+282.7% | $2,755+44.3% |
| Participant deferral / active EE | $3,913 | $1,226+219.2% | $1,952+100.5% | $4,296-8.9% |
| Admin fee / account holder | $1,277 | $2,428-47.4% | $2,829-54.9% | $6,918-81.5% |