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 | $16,243 | $85,022-80.9% | $70,515-77.0% | $139,434-88.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 686.34% | 30.38%+656.0pp | 32.77%+653.6pp | 372.94%+313.4pp |
| Employer contribution / active EE | $2,075 | $3,909-46.9% | $2,973-30.2% | $4,751-56.3% |
| Participant deferral / active EE | $2,937 | $5,890-50.1% | $4,567-35.7% | $6,710-56.2% |
| Admin fee / account holder | $609 | $8,906-93.2% | $6,412-90.5% | $11,403-94.7% |