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 | $26,473 | $70,606-62.5% | $53,898-50.9% | $142,382-81.4% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 16.53% | 619.81%-603.3pp | 528.60%-512.1pp | 217.08%-200.5pp |
| Employer contribution / active EE | $5,364 | $1,202+346.2% | $932+475.5% | $4,299+24.8% |
| Participant deferral / active EE | $8,128 | $2,364+243.8% | $1,826+345.1% | $6,507+24.9% |
| Admin fee / account holder | $3,031 | $2,852+6.3% | $2,491+21.7% | $12,624-76.0% |