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 8-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 | $20,707 | $70,756-70.7% | $65,493-68.4% | $142,382-85.5% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.93% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,564 | $2,881+23.7% | $2,574+38.5% | $4,299-17.1% |
| Participant deferral / active EE | $5,568 | $4,637+20.1% | $3,961+40.6% | $6,507-14.4% |
| Admin fee / account holder | $2,760 | $6,559-57.9% | $5,028-45.1% | $12,624-78.1% |