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 5-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 | $33,240 | $102,604-67.6% | $86,188-61.4% | $139,434-76.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 18.57% | 1922.51%-1903.9pp | 1168.45%-1149.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $3,428 | $3,032+13.0% | $2,380+44.0% | $4,751-27.9% |
| Participant deferral / active EE | $9,751 | $4,676+108.6% | $3,985+144.7% | $6,710+45.3% |
| Admin fee / account holder | $588 | $8,657-93.2% | $6,852-91.4% | $11,403-94.8% |