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 10-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 | $19,956 | $124,185-83.9% | $108,410-81.6% | $167,490-88.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.79% | 1379.64%-1365.8pp | 905.27%-891.5pp | 478.56%-464.8pp |
| Employer contribution / active EE | $3,316 | $4,187-20.8% | $3,558-6.8% | $4,837-31.5% |
| Participant deferral / active EE | $2,761 | $6,908-60.0% | $6,563-57.9% | $6,341-56.5% |
| Admin fee / account holder | $1,853 | $9,455-80.4% | $7,295-74.6% | $12,309-84.9% |