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 6-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 | $28,685 | $159,602-82.0% | $150,045-80.9% | $142,382-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 87.57% | 70.24%+17.3pp | 62.55%+25.0pp | 217.08%-129.5pp |
| Employer contribution / active EE | $1,504 | $4,961-69.7% | $4,693-68.0% | $4,299-65.0% |
| Participant deferral / active EE | $4,097 | $8,310-50.7% | $7,997-48.8% | $6,507-37.0% |
| Admin fee / account holder | $385 | $14,846-97.4% | $13,435-97.1% | $12,624-97.0% |