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 5-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 | $45,563 | $88,751-48.7% | $81,812-44.3% | $145,922-68.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 27.78% | 1025.40%-997.6pp | 773.79%-746.0pp | 561.29%-533.5pp |
| Employer contribution / active EE | $6,128 | $3,083+98.7% | $2,912+110.4% | $4,660+31.5% |
| Participant deferral / active EE | $10,405 | $4,643+124.1% | $4,319+140.9% | $6,688+55.6% |
| Admin fee / account holder | $1,265 | $8,415-85.0% | $7,386-82.9% | $13,397-90.6% |