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 | $8,204 | $158,398-94.8% | $126,539-93.5% | $142,382-94.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 19.39% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,560 | $4,650-66.4% | $3,674-57.5% | $4,299-63.7% |
| Participant deferral / active EE | $3,059 | $4,767-35.8% | $4,083-25.1% | $6,507-53.0% |
| Admin fee / account holder | $511 | $6,918-92.6% | $6,065-91.6% | $12,624-95.9% |