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 | $23,678 | $58,208-59.3% | $81,812-71.1% | $80,856-70.7% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 11.42% | 41.66%-30.2pp | 773.79%-762.4pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,774 | $2,340+18.6% | $2,912-4.7% | $2,755+0.7% |
| Participant deferral / active EE | $1,570 | $3,281-52.2% | $4,319-63.6% | $4,296-63.5% |
| Admin fee / account holder | $3,221 | $4,981-35.3% | $7,386-56.4% | $6,918-53.4% |