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 7-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 | $34,638 | $82,882-58.2% | $127,761-72.9% | $72,985-52.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 197.77% | 32.20%+165.6pp | 26.14%+171.6pp | 81.00%+116.8pp |
| Employer contribution / active EE | $13,095 | $3,346+291.3% | $4,574+186.3% | $2,440+436.7% |
| Participant deferral / active EE | $12,038 | $4,791+151.3% | $6,021+99.9% | $3,607+233.7% |
| Admin fee / account holder | $418 | $6,487-93.6% | $9,395-95.5% | $5,124-91.8% |