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 | $18,889 | $99,020-80.9% | $86,590-78.2% | $147,584-87.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 25.02% | 1312.34%-1287.3pp | 964.84%-939.8pp | 578.55%-553.5pp |
| Employer contribution / active EE | $3,799 | $3,132+21.3% | $2,839+33.8% | $4,876-22.1% |
| Participant deferral / active EE | $4,497 | $3,972+13.2% | $3,609+24.6% | $5,439-17.3% |
| Admin fee / account holder | $342 | $5,710-94.0% | $4,906-93.0% | $10,885-96.9% |