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 9-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 | $38,988 | $102,317-61.9% | $146,958-73.5% | $80,856-51.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 17.29% | 134.76%-117.5pp | 418.34%-401.0pp | 35.59%-18.3pp |
| Employer contribution / active EE | $3,672 | $3,713-1.1% | $4,933-25.6% | $2,755+33.3% |
| Participant deferral / active EE | $7,138 | $6,644+7.4% | $8,070-11.5% | $4,296+66.2% |
| Admin fee / account holder | $11,899 | $7,941+49.8% | $12,998-8.5% | $6,918+72.0% |