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 | $37,266 | $74,888-50.2% | $71,209-47.7% | $142,382-73.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 24.49% | 345.14%-320.7pp | 282.51%-258.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,887 | $2,854+71.2% | $2,721+79.6% | $4,299+13.7% |
| Participant deferral / active EE | $13,638 | $4,454+206.2% | $4,175+226.6% | $6,507+109.6% |
| Admin fee / account holder | $768 | $5,568-86.2% | $5,349-85.7% | $12,624-93.9% |