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 5-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 | $101,442 | $158,398-36.0% | $126,539-19.8% | $142,382-28.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.30% | 593.76%-571.5pp | 425.95%-403.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,468 | $4,650-68.4% | $3,674-60.0% | $4,299-65.8% |
| Participant deferral / active EE | $10,562 | $4,767+121.6% | $4,083+158.7% | $6,507+62.3% |
| Admin fee / account holder | $26,491 | $6,918+282.9% | $6,065+336.8% | $12,624+109.9% |