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 | $27,716 | $99,020-72.0% | $86,590-68.0% | $147,584-81.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 22.22% | 1312.34%-1290.1pp | 964.84%-942.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $3,587 | $3,132+14.5% | $2,839+26.3% | $4,876-26.4% |
| Participant deferral / active EE | $6,470 | $3,972+62.9% | $3,609+79.3% | $5,439+19.0% |
| Admin fee / account holder | $3,667 | $5,710-35.8% | $4,906-25.3% | $10,885-66.3% |