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 | $56,583 | $76,738-26.3% | $56,411+0.3% | $145,922-61.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 23.86% | 2994.23%-2970.4pp | 1701.33%-1677.5pp | 561.29%-537.4pp |
| Employer contribution / active EE | $2,380 | $1,380+72.5% | $1,039+129.1% | $4,660-48.9% |
| Participant deferral / active EE | $2,259 | $2,623-13.9% | $1,952+15.7% | $6,688-66.2% |
| Admin fee / account holder | $3,001 | $3,334-10.0% | $2,829+6.1% | $13,397-77.6% |