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 5-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 | $39,437 | $58,208-32.2% | $81,812-51.8% | $80,856-51.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 18.83% | 41.66%-22.8pp | 773.79%-755.0pp | 35.59%-16.8pp |
| Employer contribution / active EE | $9,580 | $2,340+309.4% | $2,912+229.0% | $2,755+247.8% |
| Participant deferral / active EE | $13,209 | $3,281+302.6% | $4,319+205.9% | $4,296+207.5% |
| Admin fee / account holder | $12,988 | $4,981+160.7% | $7,386+75.9% | $6,918+87.8% |