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 3-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 | $4,803 | $70,756-93.2% | $65,493-92.7% | $142,382-96.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 25.43% | 1754.89%-1729.5pp | 982.45%-957.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $910 | $2,881-68.4% | $2,574-64.7% | $4,299-78.8% |
| Participant deferral / active EE | $2,067 | $4,637-55.4% | $3,961-47.8% | $6,507-68.2% |
| Admin fee / account holder | $602 | $6,559-90.8% | $5,028-88.0% | $12,624-95.2% |