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 4-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 | $22,496 | $82,664-72.8% | $125,339-82.1% | $68,494-67.2% |
| Participation rate | 76.4% | 75.0%+1.4pp | 82.4%-6.0pp | 67.9%+8.5pp |
| Annual return | 45.21% | -5.97%+51.2pp | 572.05%-526.8pp | -7.84%+53.1pp |
| Employer contribution / active EE | $9,685 | $3,381+186.4% | $4,814+101.2% | $2,596+273.0% |
| Participant deferral / active EE | $4,822 | $6,110-21.1% | $7,446-35.2% | $4,027+19.7% |
| Admin fee / account holder | $1,527 | $6,275-75.7% | $10,010-84.7% | $5,403-71.7% |