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 10-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 | $43,054 | $84,696-49.2% | $75,696-43.1% | $167,490-74.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 38.86% | 199.36%-160.5pp | 104.53%-65.7pp | 478.56%-439.7pp |
| Employer contribution / active EE | $1,962 | $3,230-39.3% | $2,743-28.5% | $4,837-59.4% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $1,017 | $5,355-81.0% | $3,619-71.9% | $12,309-91.7% |