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 | $21,049 | $88,751-76.3% | $81,812-74.3% | $145,922-85.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.94% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,164 | $3,083-29.8% | $2,912-25.7% | $4,660-53.6% |
| Participant deferral / active EE | $7,084 | $4,643+52.6% | $4,319+64.0% | $6,688+5.9% |
| Admin fee / account holder | $3,092 | $8,415-63.3% | $7,386-58.1% | $13,397-76.9% |