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 9-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 | $28,666 | $149,734-80.9% | $118,925-75.9% | $158,922-82.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 91.77% | 19.95%+71.8pp | 35.88%+55.9pp | 302.83%-211.1pp |
| Employer contribution / active EE | $1,339 | $4,115-67.5% | $3,263-59.0% | $4,761-71.9% |
| Participant deferral / active EE | $1,966 | $5,223-62.4% | $4,265-53.9% | $5,982-67.1% |
| Admin fee / account holder | $2,298 | $8,603-73.3% | $6,581-65.1% | $11,246-79.6% |