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 6-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 | $29,598 | $217,402-86.4% | $185,823-84.1% | $167,490-82.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 27.26% | 148.36%-121.1pp | 122.05%-94.8pp | 478.56%-451.3pp |
| Employer contribution / active EE | $1,508 | $5,873-74.3% | $5,167-70.8% | $4,837-68.8% |
| Participant deferral / active EE | $4,271 | $6,356-32.8% | $5,568-23.3% | $6,341-32.6% |
| Admin fee / account holder | $472 | $19,811-97.6% | $16,237-97.1% | $12,309-96.2% |