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 10-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 | $47,277 | $159,901-70.4% | $146,958-67.8% | $145,922-67.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.62% | 98.13%-74.5pp | 418.34%-394.7pp | 561.29%-537.7pp |
| Employer contribution / active EE | $5,156 | $5,286-2.5% | $4,933+4.5% | $4,660+10.6% |
| Participant deferral / active EE | $14,927 | $8,428+77.1% | $8,070+85.0% | $6,688+123.2% |
| Admin fee / account holder | $15,953 | $15,044+6.0% | $12,998+22.7% | $13,397+19.1% |