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 5-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 | $119,255 | $155,788-23.5% | $124,672-4.3% | $167,490-28.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 11.84% | 17.97%-6.1pp | 5142.93%-5131.1pp | 478.56%-466.7pp |
| Employer contribution / active EE | $2,030 | $4,163-51.2% | $3,324-38.9% | $4,837-58.0% |
| Participant deferral / active EE | $2,960 | $5,673-47.8% | $4,614-35.9% | $6,341-53.3% |
| Admin fee / account holder | $13,465 | $9,531+41.3% | $7,493+79.7% | $12,309+9.4% |