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 | $57,410 | $70,606-18.7% | $53,898+6.5% | $142,382-59.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 13.62% | 619.81%-606.2pp | 528.60%-515.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,013 | $1,202+67.4% | $932+115.9% | $4,299-53.2% |
| Participant deferral / active EE | $2,516 | $2,364+6.4% | $1,826+37.7% | $6,507-61.3% |
| Admin fee / account holder | $312 | $2,852-89.1% | $2,491-87.5% | $12,624-97.5% |