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 | $22,279 | $108,919-79.5% | $100,391-77.8% | $145,922-84.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 45.13% | 57.88%-12.8pp | 49.20%-4.1pp | 561.29%-516.2pp |
| Employer contribution / active EE | $2,718 | $4,419-38.5% | $3,942-31.0% | $4,660-41.7% |
| Participant deferral / active EE | $5,303 | $8,445-37.2% | $8,082-34.4% | $6,688-20.7% |
| Admin fee / account holder | $604 | $9,689-93.8% | $7,899-92.4% | $13,397-95.5% |