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 6-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 | $55,565 | $159,901-65.3% | $146,958-62.2% | $145,922-61.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.05% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $4,230 | $5,286-20.0% | $4,933-14.2% | $4,660-9.2% |
| Participant deferral / active EE | $13,496 | $8,428+60.1% | $8,070+67.2% | $6,688+101.8% |
| Admin fee / account holder | $601 | $15,044-96.0% | $12,998-95.4% | $13,397-95.5% |