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 5-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 | $64,195 | $74,888-14.3% | $71,209-9.9% | $142,382-54.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.03% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,552 | $2,854+24.4% | $2,721+30.5% | $4,299-17.4% |
| Participant deferral / active EE | $9,347 | $4,454+109.8% | $4,175+123.9% | $6,507+43.6% |
| Admin fee / account holder | $1,565 | $5,568-71.9% | $5,349-70.7% | $12,624-87.6% |