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 7-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 | $29,763 | $159,901-81.4% | $146,958-79.7% | $145,922-79.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 26.72% | 98.13%-71.4pp | 418.34%-391.6pp | 561.29%-534.6pp |
| Employer contribution / active EE | $2,214 | $5,286-58.1% | $4,933-55.1% | $4,660-52.5% |
| Participant deferral / active EE | $5,689 | $8,428-32.5% | $8,070-29.5% | $6,688-14.9% |
| Admin fee / account holder | $4,043 | $15,044-73.1% | $12,998-68.9% | $13,397-69.8% |