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 | $36,401 | $138,044-73.6% | $125,339-71.0% | $134,475-72.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.34% | 750.33%-750.0pp | 572.05%-571.7pp | 417.96%-417.6pp |
| Employer contribution / active EE | $7,380 | $5,243+40.7% | $4,814+53.3% | $4,740+55.7% |
| Participant deferral / active EE | $7,589 | $7,799-2.7% | $7,446+1.9% | $6,400+18.6% |
| Admin fee / account holder | $9,471 | $11,571-18.2% | $10,010-5.4% | $11,426-17.1% |