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 | $39,022 | $90,348-56.8% | $75,972-48.6% | $145,922-73.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.10% | 620.88%-606.8pp | 359.55%-345.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $7,481 | $3,311+125.9% | $2,685+178.6% | $4,660+60.5% |
| Participant deferral / active EE | $3,788 | $5,162-26.6% | $4,255-11.0% | $6,688-43.4% |
| Admin fee / account holder | $3,387 | $8,467-60.0% | $6,467-47.6% | $13,397-74.7% |