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 | $43,613 | $159,901-72.7% | $146,958-70.3% | $145,922-70.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.55% | 98.13%-60.6pp | 418.34%-380.8pp | 561.29%-523.7pp |
| Employer contribution / active EE | $2,282 | $5,286-56.8% | $4,933-53.7% | $4,660-51.0% |
| Participant deferral / active EE | $3,613 | $8,428-57.1% | $8,070-55.2% | $6,688-46.0% |
| Admin fee / account holder | $817 | $15,044-94.6% | $12,998-93.7% | $13,397-93.9% |