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 | $16,831 | $158,398-89.4% | $126,539-86.7% | $142,382-88.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.81% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,771 | $4,650-61.9% | $3,674-51.8% | $4,299-58.8% |
| Participant deferral / active EE | $3,784 | $4,767-20.6% | $4,083-7.3% | $6,507-41.8% |
| Admin fee / account holder | $1,922 | $6,918-72.2% | $6,065-68.3% | $12,624-84.8% |