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 | $49,296 | $210,648-76.6% | $177,989-72.3% | $145,922-66.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 23.57% | 385.86%-362.3pp | 294.48%-270.9pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,968 | $4,565-13.1% | $3,949+0.5% | $4,660-14.8% |
| Participant deferral / active EE | $14,622 | $6,958+110.2% | $6,276+133.0% | $6,688+118.6% |
| Admin fee / account holder | $12,705 | $12,013+5.8% | $10,363+22.6% | $13,397-5.2% |