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 | $23,765 | $70,756-66.4% | $65,493-63.7% | $142,382-83.3% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.1%-0.1pp |
| Annual return | 24.04% | 1754.89%-1730.9pp | 982.45%-958.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $2,573 | $2,881-10.7% | $2,574-0.1% | $4,299-40.2% |
| Participant deferral / active EE | $5,372 | $4,637+15.8% | $3,961+35.6% | $6,507-17.4% |
| Admin fee / account holder | $831 | $6,559-87.3% | $5,028-83.5% | $12,624-93.4% |