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 | $25,250 | $117,841-78.6% | $102,423-75.3% | $145,922-82.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 85.50% | 31.65%+53.9pp | 29.32%+56.2pp | 561.29%-475.8pp |
| Employer contribution / active EE | $2,504 | $3,615-30.7% | $3,023-17.2% | $4,660-46.3% |
| Participant deferral / active EE | $5,594 | $5,731-2.4% | $5,053+10.7% | $6,688-16.4% |
| Admin fee / account holder | $883 | $13,326-93.4% | $9,451-90.7% | $13,397-93.4% |