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 | $13,766 | $70,606-80.5% | $53,898-74.5% | $142,382-90.3% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 35.74% | 619.81%-584.1pp | 528.60%-492.9pp | 217.08%-181.3pp |
| Employer contribution / active EE | $2,202 | $1,202+83.1% | $932+136.2% | $4,299-48.8% |
| Participant deferral / active EE | $7,859 | $2,364+232.4% | $1,826+330.3% | $6,507+20.8% |
| Admin fee / account holder | $334 | $2,852-88.3% | $2,491-86.6% | $12,624-97.4% |