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 | $18,497 | $90,348-79.5% | $75,972-75.7% | $145,922-87.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.62% | 620.88%-610.3pp | 359.55%-348.9pp | 561.29%-550.7pp |
| Employer contribution / active EE | $3,152 | $3,311-4.8% | $2,685+17.4% | $4,660-32.3% |
| Participant deferral / active EE | $6,566 | $5,162+27.2% | $4,255+54.3% | $6,688-1.8% |
| Admin fee / account holder | $2,635 | $8,467-68.9% | $6,467-59.3% | $13,397-80.3% |