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 6-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 | $15,269 | $109,982-86.1% | $97,226-84.3% | $145,922-89.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.42% | 242.90%-229.5pp | 75.13%-61.7pp | 561.29%-547.9pp |
| Employer contribution / active EE | $738 | $3,084-76.1% | $2,729-73.0% | $4,660-84.2% |
| Participant deferral / active EE | $3,081 | $4,676-34.1% | $4,264-27.7% | $6,688-53.9% |
| Admin fee / account holder | $735 | $6,221-88.2% | $5,654-87.0% | $13,397-94.5% |