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 | $61,475 | $158,398-61.2% | $126,539-51.4% | $142,382-56.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.49% | 593.76%-572.3pp | 425.95%-404.5pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,526 | $4,650-2.7% | $3,674+23.2% | $4,299+5.3% |
| Participant deferral / active EE | $7,461 | $4,767+56.5% | $4,083+82.7% | $6,507+14.7% |
| Admin fee / account holder | $3,349 | $6,918-51.6% | $6,065-44.8% | $12,624-73.5% |