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 3-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 | $2,602 | $74,888-96.5% | $71,209-96.3% | $142,382-98.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 30.59% | 345.14%-314.6pp | 282.51%-251.9pp | 217.08%-186.5pp |
| Employer contribution / active EE | $1,079 | $2,854-62.2% | $2,721-60.3% | $4,299-74.9% |
| Participant deferral / active EE | $2,191 | $4,454-50.8% | $4,175-47.5% | $6,507-66.3% |
| Admin fee / account holder | $3,249 | $5,568-41.6% | $5,349-39.2% | $12,624-74.3% |