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 | $40,134 | $70,756-43.3% | $65,493-38.7% | $142,382-71.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.97% | 1754.89%-1736.9pp | 982.45%-964.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $4,939 | $2,881+71.4% | $2,574+91.9% | $4,299+14.9% |
| Participant deferral / active EE | $7,485 | $4,637+61.4% | $3,961+89.0% | $6,507+15.0% |
| Admin fee / account holder | $1,725 | $6,559-73.7% | $5,028-65.7% | $12,624-86.3% |