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 | $13,561 | $108,919-87.5% | $100,391-86.5% | $145,922-90.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.81% | 57.88%-42.1pp | 49.20%-33.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,177 | $4,419-28.1% | $3,942-19.4% | $4,660-31.8% |
| Participant deferral / active EE | $6,471 | $8,445-23.4% | $8,082-19.9% | $6,688-3.2% |
| Admin fee / account holder | $1,939 | $9,689-80.0% | $7,899-75.5% | $13,397-85.5% |