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 3-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 | $10,414 | $96,635-89.2% | $86,612-88.0% | $139,434-92.5% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 47.15% | 106.41%-59.3pp | 591.07%-543.9pp | 372.94%-325.8pp |
| Employer contribution / active EE | $2,920 | $3,263-10.5% | $3,022-3.4% | $4,751-38.5% |
| Participant deferral / active EE | $6,163 | $4,836+27.4% | $4,438+38.9% | $6,710-8.2% |
| Admin fee / account holder | $2,407 | $6,408-62.4% | $5,614-57.1% | $11,403-78.9% |