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 | $24,861 | $30,400-18.2% | $53,898-53.9% | $84,808-70.7% |
| Participation rate | 100.0% | 46.4%+53.6pp | 55.0%+45.0pp | 68.3%+31.7pp |
| Annual return | 21.67% | 500.19%-478.5pp | 528.60%-506.9pp | 40.90%-19.2pp |
| Employer contribution / active EE | $3,659 | $603+507.1% | $932+292.6% | $2,631+39.1% |
| Participant deferral / active EE | $6,587 | $1,199+449.6% | $1,826+260.7% | $4,212+56.4% |
| Admin fee / account holder | $1,297 | $1,993-34.9% | $2,491-47.9% | $7,344-82.3% |