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 | $59,649 | $102,317-41.7% | $146,958-59.4% | $80,856-26.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.96% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.6pp |
| Employer contribution / active EE | $9,348 | $3,713+151.8% | $4,933+89.5% | $2,755+239.3% |
| Participant deferral / active EE | $7,443 | $6,644+12.0% | $8,070-7.8% | $4,296+73.3% |
| Admin fee / account holder | $632 | $7,941-92.0% | $12,998-95.1% | $6,918-90.9% |