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 7-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 | $71,596 | $99,877-28.3% | $84,966-15.7% | $145,922-50.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 43.50% | 83.76%-40.3pp | 66.38%-22.9pp | 561.29%-517.8pp |
| Employer contribution / active EE | $4,894 | $3,231+51.5% | $2,727+79.5% | $4,660+5.0% |
| Participant deferral / active EE | $15,268 | $5,291+188.6% | $4,519+237.8% | $6,688+128.3% |
| Admin fee / account holder | $2,778 | $7,248-61.7% | $6,149-54.8% | $13,397-79.3% |