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 | $41,993 | $83,902-50.0% | $167,512-74.9% | $84,808-50.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 24.05% | 91.55%-67.5pp | 1615.79%-1591.7pp | 40.90%-16.9pp |
| Employer contribution / active EE | $2,266 | $2,264+0.1% | $3,882-41.6% | $2,631-13.9% |
| Participant deferral / active EE | $4,056 | $4,442-8.7% | $6,405-36.7% | $4,212-3.7% |
| Admin fee / account holder | $1,706 | $7,915-78.4% | $9,769-82.5% | $7,344-76.8% |