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 | $20,453 | $102,604-80.1% | $86,188-76.3% | $139,434-85.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 17.97% | 1922.51%-1904.5pp | 1168.45%-1150.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,757 | $3,032-42.1% | $2,380-26.2% | $4,751-63.0% |
| Participant deferral / active EE | $5,332 | $4,676+14.0% | $3,985+33.8% | $6,710-20.5% |
| Admin fee / account holder | $455 | $8,657-94.7% | $6,852-93.4% | $11,403-96.0% |