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 10-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 | $27,773 | $105,998-73.8% | $92,233-69.9% | $147,584-81.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.22% | 50.05%-30.8pp | 176.28%-157.1pp | 578.55%-559.3pp |
| Employer contribution / active EE | $9,003 | $4,333+107.8% | $3,679+144.7% | $4,876+84.6% |
| Participant deferral / active EE | $4,612 | $4,478+3.0% | $3,897+18.4% | $5,439-15.2% |
| Admin fee / account holder | $952 | $6,332-85.0% | $5,194-81.7% | $10,885-91.3% |