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 6-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 | $28,903 | $102,966-71.9% | $90,281-68.0% | $152,861-81.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.85% | 95.16%-74.3pp | 78.10%-57.2pp | 345.32%-324.5pp |
| Employer contribution / active EE | $8,223 | $3,139+162.0% | $2,854+188.1% | $4,762+72.7% |
| Participant deferral / active EE | $6,307 | $4,281+47.3% | $3,885+62.3% | $5,850+7.8% |
| Admin fee / account holder | $1,384 | $6,171-77.6% | $5,351-74.1% | $11,596-88.1% |