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 | $21,691 | $74,888-71.0% | $71,209-69.5% | $142,382-84.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | 106.92% | 345.14%-238.2pp | 282.51%-175.6pp | 217.08%-110.2pp |
| Employer contribution / active EE | $2,690 | $2,854-5.8% | $2,721-1.2% | $4,299-37.4% |
| Participant deferral / active EE | $3,892 | $4,454-12.6% | $4,175-6.8% | $6,507-40.2% |
| Admin fee / account holder | $12,340 | $5,568+121.6% | $5,349+130.7% | $12,624-2.3% |