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 | $6,354 | $88,751-92.8% | $81,812-92.2% | $145,922-95.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2637.19% | 1025.40%+1611.8pp | 773.79%+1863.4pp | 561.29%+2075.9pp |
| Employer contribution / active EE | $6,370 | $3,083+106.6% | $2,912+118.7% | $4,660+36.7% |
| Participant deferral / active EE | $2,043 | $4,643-56.0% | $4,319-52.7% | $6,688-69.5% |
| Admin fee / account holder | $1,074 | $8,415-87.2% | $7,386-85.5% | $13,397-92.0% |