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 | $38,204 | $108,919-64.9% | $100,391-61.9% | $145,922-73.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.96% | 57.88%-44.9pp | 49.20%-36.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $5,618 | $4,419+27.1% | $3,942+42.5% | $4,660+20.6% |
| Participant deferral / active EE | $11,402 | $8,445+35.0% | $8,082+41.1% | $6,688+70.5% |
| Admin fee / account holder | $14,624 | $9,689+50.9% | $7,899+85.1% | $13,397+9.2% |