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 | $9,813 | $158,398-93.8% | $126,539-92.2% | $142,382-93.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 42.47% | 593.76%-551.3pp | 425.95%-383.5pp | 217.08%-174.6pp |
| Employer contribution / active EE | $1,341 | $4,650-71.2% | $3,674-63.5% | $4,299-68.8% |
| Participant deferral / active EE | $2,707 | $4,767-43.2% | $4,083-33.7% | $6,507-58.4% |
| Admin fee / account holder | $1,667 | $6,918-75.9% | $6,065-72.5% | $12,624-86.8% |