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 | $40,436 | $58,208-30.5% | $81,812-50.6% | $80,856-50.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 20.20% | 41.66%-21.5pp | 773.79%-753.6pp | 35.59%-15.4pp |
| Employer contribution / active EE | $6,927 | $2,340+196.0% | $2,912+137.9% | $2,755+151.5% |
| Participant deferral / active EE | $8,825 | $3,281+169.0% | $4,319+104.4% | $4,296+105.4% |
| Admin fee / account holder | $2,469 | $4,981-50.4% | $7,386-66.6% | $6,918-64.3% |