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 | $62,385 | $109,817-43.2% | $98,442-36.6% | $167,490-62.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.78% | 1956.69%-1939.9pp | 1492.73%-1475.9pp | 478.56%-461.8pp |
| Employer contribution / active EE | $4,894 | $3,224+51.8% | $2,960+65.4% | $4,837+1.2% |
| Participant deferral / active EE | $18,106 | $4,673+287.4% | $4,276+323.4% | $6,341+185.5% |
| Admin fee / account holder | $820 | $6,753-87.9% | $5,949-86.2% | $12,309-93.3% |