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 | $20,000 | $156,846-87.2% | $121,098-83.5% | $139,434-85.7% |
| Participation rate | 95.5% | 76.4%+19.0pp | 69.5%+26.0pp | 80.3%+15.1pp |
| Annual return | 29.95% | 1474.56%-1444.6pp | 985.75%-955.8pp | 372.94%-343.0pp |
| Employer contribution / active EE | $2,236 | $5,536-59.6% | $4,164-46.3% | $4,751-52.9% |
| Participant deferral / active EE | $4,943 | $4,844+2.0% | $4,080+21.2% | $6,710-26.3% |
| Admin fee / account holder | $1,867 | $6,946-73.1% | $5,644-66.9% | $11,403-83.6% |