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 | $109,332 | $76,738+42.5% | $56,411+93.8% | $145,922-25.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.29% | 2994.23%-2988.9pp | 1701.33%-1696.0pp | 561.29%-556.0pp |
| Employer contribution / active EE | $3,744 | $1,380+171.3% | $1,039+260.5% | $4,660-19.6% |
| Participant deferral / active EE | $12,000 | $2,623+357.6% | $1,952+514.8% | $6,688+79.4% |
| Admin fee / account holder | $440 | $3,334-86.8% | $2,829-84.4% | $13,397-96.7% |