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 6-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 | $46,100 | $70,756-34.8% | $65,493-29.6% | $142,382-67.6% |
| Participation rate | 88.2% | 77.4%+10.9pp | 73.1%+15.1pp | 80.1%+8.1pp |
| Annual return | 32.15% | 1754.89%-1722.7pp | 982.45%-950.3pp | 217.08%-184.9pp |
| Employer contribution / active EE | $6,112 | $2,881+112.2% | $2,574+137.4% | $4,299+42.2% |
| Participant deferral / active EE | $10,184 | $4,637+119.6% | $3,961+157.1% | $6,507+56.5% |
| Admin fee / account holder | $8,354 | $6,559+27.4% | $5,028+66.1% | $12,624-33.8% |