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 4-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 | $20,843 | $30,400-31.4% | $53,898-61.3% | $84,808-75.4% |
| Participation rate | 98.0% | 46.4%+51.6pp | 55.0%+43.0pp | 68.3%+29.7pp |
| Annual return | 19.65% | 500.19%-480.5pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $3,012 | $603+399.7% | $932+223.1% | $2,631+14.5% |
| Participant deferral / active EE | $2,534 | $1,199+111.4% | $1,826+38.7% | $4,212-39.8% |
| Admin fee / account holder | $592 | $1,993-70.3% | $2,491-76.3% | $7,344-91.9% |