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 | $18,757 | $158,398-88.2% | $126,539-85.2% | $142,382-86.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.91% | 593.76%-574.9pp | 425.95%-407.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,978 | $4,650-36.0% | $3,674-19.0% | $4,299-30.7% |
| Participant deferral / active EE | $4,954 | $4,767+3.9% | $4,083+21.3% | $6,507-23.9% |
| Admin fee / account holder | $3,339 | $6,918-51.7% | $6,065-44.9% | $12,624-73.6% |