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 | $11,474 | $88,751-87.1% | $81,812-86.0% | $145,922-92.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.36% | 1025.40%-1015.0pp | 773.79%-763.4pp | 561.29%-550.9pp |
| Employer contribution / active EE | $2,836 | $3,083-8.0% | $2,912-2.6% | $4,660-39.1% |
| Participant deferral / active EE | $3,468 | $4,643-25.3% | $4,319-19.7% | $6,688-48.1% |
| Admin fee / account holder | $1,968 | $8,415-76.6% | $7,386-73.4% | $13,397-85.3% |