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 | $19,289 | $100,852-80.9% | $90,404-78.7% | $158,922-87.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 17.46% | 1724.20%-1706.7pp | 1293.02%-1275.6pp | 302.83%-285.4pp |
| Employer contribution / active EE | $1,561 | $3,689-57.7% | $3,262-52.1% | $4,761-67.2% |
| Participant deferral / active EE | $1,695 | $4,348-61.0% | $3,963-57.2% | $5,982-71.7% |
| Admin fee / account holder | $940 | $6,501-85.5% | $5,611-83.3% | $11,246-91.6% |