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 9-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 | $22,342 | $115,770-80.7% | $101,248-77.9% | $158,922-85.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 116.98% | 56.14%+60.8pp | 46.47%+70.5pp | 302.83%-185.8pp |
| Employer contribution / active EE | $3,250 | $4,175-22.2% | $3,660-11.2% | $4,761-31.7% |
| Participant deferral / active EE | $6,066 | $4,957+22.4% | $4,370+38.8% | $5,982+1.4% |
| Admin fee / account holder | $2,254 | $7,245-68.9% | $5,945-62.1% | $11,246-80.0% |