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 | $48,507 | $111,724-56.6% | $93,606-48.2% | $145,922-66.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.81% | 202.98%-188.2pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $2,129 | $3,090-31.1% | $2,420-12.0% | $4,660-54.3% |
| Participant deferral / active EE | $10,100 | $4,912+105.6% | $4,411+128.9% | $6,688+51.0% |
| Admin fee / account holder | $402 | $10,250-96.1% | $8,285-95.1% | $13,397-97.0% |