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 | $19,911 | $70,606-71.8% | $53,898-63.1% | $142,382-86.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 19.36% | 619.81%-600.5pp | 528.60%-509.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,619 | $1,202+34.7% | $932+73.7% | $4,299-62.3% |
| Participant deferral / active EE | $5,075 | $2,364+114.7% | $1,826+177.9% | $6,507-22.0% |
| Admin fee / account holder | $1,082 | $2,852-62.0% | $2,491-56.6% | $12,624-91.4% |