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 10-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 | $25,637 | $70,606-63.7% | $53,898-52.4% | $142,382-82.0% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 17.23% | 619.81%-602.6pp | 528.60%-511.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $8,694 | $1,202+623.2% | $932+832.8% | $4,299+102.2% |
| Participant deferral / active EE | $0 | $2,364-100.0% | $1,826-100.0% | $6,507-100.0% |
| Admin fee / account holder | $362 | $2,852-87.3% | $2,491-85.5% | $12,624-97.1% |