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 4-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 | $64,326 | $158,398-59.4% | $126,539-49.2% | $142,382-54.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.22% | 593.76%-572.5pp | 425.95%-404.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $9,814 | $4,650+111.0% | $3,674+167.1% | $4,299+128.3% |
| Participant deferral / active EE | $6,256 | $4,767+31.2% | $4,083+53.2% | $6,507-3.9% |
| Admin fee / account holder | $7,179 | $6,918+3.8% | $6,065+18.4% | $12,624-43.1% |