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 | $16,487 | $210,648-92.2% | $177,989-90.7% | $145,922-88.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 24.30% | 385.86%-361.6pp | 294.48%-270.2pp | 561.29%-537.0pp |
| Employer contribution / active EE | $6,020 | $4,565+31.9% | $3,949+52.5% | $4,660+29.2% |
| Participant deferral / active EE | $14,645 | $6,958+110.5% | $6,276+133.3% | $6,688+119.0% |
| Admin fee / account holder | $6,729 | $12,013-44.0% | $10,363-35.1% | $13,397-49.8% |