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 | $41,119 | $93,571-56.1% | $135,903-69.7% | $75,163-45.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 69.07% | 30.90%+38.2pp | 68.23%+0.8pp | 160.62%-91.5pp |
| Employer contribution / active EE | $6,240 | $3,537+76.4% | $4,856+28.5% | $2,670+133.7% |
| Participant deferral / active EE | $13,074 | $6,404+104.2% | $7,758+68.5% | $4,125+216.9% |
| Admin fee / account holder | $516 | $6,975-92.6% | $10,762-95.2% | $5,651-90.9% |