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 | $14,754 | $158,398-90.7% | $126,539-88.3% | $142,382-89.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.98% | 593.76%-575.8pp | 425.95%-408.0pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,359 | $4,650-27.8% | $3,674-8.6% | $4,299-21.9% |
| Participant deferral / active EE | $7,815 | $4,767+64.0% | $4,083+91.4% | $6,507+20.1% |
| Admin fee / account holder | $8,292 | $6,918+19.9% | $6,065+36.7% | $12,624-34.3% |