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 | $29,891 | $57,281-47.8% | $86,612-65.5% | $75,163-60.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.91% | 2670.75%-2656.8pp | 591.07%-577.2pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,342 | $2,314+44.4% | $3,022+10.6% | $2,670+25.2% |
| Participant deferral / active EE | $3,595 | $3,318+8.4% | $4,438-19.0% | $4,125-12.9% |
| Admin fee / account holder | $342 | $4,112-91.7% | $5,614-93.9% | $5,651-93.9% |