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 | $37,525 | $123,909-69.7% | $69,647-46.1% | $145,922-74.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 12.63% | 190.55%-177.9pp | 100.48%-87.9pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,653 | $2,682-1.1% | $1,712+54.9% | $4,660-43.1% |
| Participant deferral / active EE | $9,747 | $4,236+130.1% | $2,886+237.8% | $6,688+45.7% |
| Admin fee / account holder | $3,753 | $7,863-52.3% | $4,713-20.4% | $13,397-72.0% |