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 | $53,598 | $70,756-24.2% | $65,493-18.2% | $142,382-62.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 18.12% | 1754.89%-1736.8pp | 982.45%-964.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $6,596 | $2,881+129.0% | $2,574+156.3% | $4,299+53.4% |
| Participant deferral / active EE | $6,983 | $4,637+50.6% | $3,961+76.3% | $6,507+7.3% |
| Admin fee / account holder | $11,420 | $6,559+74.1% | $5,028+127.1% | $12,624-9.5% |