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 3-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 | $57,415 | $133,922-57.1% | $116,228-50.6% | $142,382-59.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 237.47% | 147.76%+89.7pp | 90.06%+147.4pp | 217.08%+20.4pp |
| Employer contribution / active EE | $8,981 | $3,446+160.7% | $2,994+199.9% | $4,299+108.9% |
| Participant deferral / active EE | $21,194 | $5,672+273.7% | $4,953+327.9% | $6,507+225.7% |
| Admin fee / account holder | $3,169 | $14,945-78.8% | $11,989-73.6% | $12,624-74.9% |