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 | $62,761 | $96,635-35.1% | $86,612-27.5% | $139,434-55.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.61% | 106.41%-89.8pp | 591.07%-574.5pp | 372.94%-356.3pp |
| Employer contribution / active EE | $2,688 | $3,263-17.6% | $3,022-11.1% | $4,751-43.4% |
| Participant deferral / active EE | $6,888 | $4,836+42.4% | $4,438+55.2% | $6,710+2.6% |
| Admin fee / account holder | $730 | $6,408-88.6% | $5,614-87.0% | $11,403-93.6% |