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 | $45,226 | $74,888-39.6% | $71,209-36.5% | $142,382-68.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.19% | 345.14%-327.9pp | 282.51%-265.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,321 | $2,854+86.4% | $2,721+95.6% | $4,299+23.8% |
| Participant deferral / active EE | $14,460 | $4,454+224.6% | $4,175+246.3% | $6,507+122.2% |
| Admin fee / account holder | $5,161 | $5,568-7.3% | $5,349-3.5% | $12,624-59.1% |