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 | $52,835 | $111,724-52.7% | $93,606-43.6% | $145,922-63.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.48% | 202.98%-189.5pp | 133.20%-119.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,206 | $3,090-61.0% | $2,420-50.2% | $4,660-74.1% |
| Participant deferral / active EE | $6,293 | $4,912+28.1% | $4,411+42.7% | $6,688-5.9% |
| Admin fee / account holder | $3,422 | $10,250-66.6% | $8,285-58.7% | $13,397-74.5% |