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 5-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 | $20,372 | $158,398-87.1% | $126,539-83.9% | $142,382-85.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 20.70% | 593.76%-573.1pp | 425.95%-405.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,856 | $4,650-60.1% | $3,674-49.5% | $4,299-56.8% |
| Participant deferral / active EE | $3,505 | $4,767-26.5% | $4,083-14.2% | $6,507-46.1% |
| Admin fee / account holder | $602 | $6,918-91.3% | $6,065-90.1% | $12,624-95.2% |