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 6-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 | $26,920 | $96,635-72.1% | $86,612-68.9% | $139,434-80.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.43% | 106.41%-92.0pp | 591.07%-576.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $2,661 | $3,263-18.4% | $3,022-12.0% | $4,751-44.0% |
| Participant deferral / active EE | $8,750 | $4,836+80.9% | $4,438+97.2% | $6,710+30.4% |
| Admin fee / account holder | $4,411 | $6,408-31.2% | $5,614-21.4% | $11,403-61.3% |