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 | $79,066 | $158,398-50.1% | $126,539-37.5% | $142,382-44.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 42.59% | 593.76%-551.2pp | 425.95%-383.4pp | 217.08%-174.5pp |
| Employer contribution / active EE | $40 | $4,650-99.1% | $3,674-98.9% | $4,299-99.1% |
| Participant deferral / active EE | $4,420 | $4,767-7.3% | $4,083+8.3% | $6,507-32.1% |
| Admin fee / account holder | $13,459 | $6,918+94.6% | $6,065+121.9% | $12,624+6.6% |