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 4-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 | $11,425 | $96,635-88.2% | $86,612-86.8% | $139,434-91.8% |
| Participation rate | 90.0% | 74.4%+15.6pp | 71.7%+18.3pp | 80.3%+9.7pp |
| Annual return | 21.79% | 106.41%-84.6pp | 591.07%-569.3pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,935 | $3,263-10.1% | $3,022-2.9% | $4,751-38.2% |
| Participant deferral / active EE | $5,084 | $4,836+5.1% | $4,438+14.6% | $6,710-24.2% |
| Admin fee / account holder | $2,197 | $6,408-65.7% | $5,614-60.9% | $11,403-80.7% |