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 | $41,476 | $102,317-59.5% | $146,958-71.8% | $80,856-48.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 36.55% | 134.76%-98.2pp | 418.34%-381.8pp | 35.59%+1.0pp |
| Employer contribution / active EE | $1,919 | $3,713-48.3% | $4,933-61.1% | $2,755-30.3% |
| Participant deferral / active EE | $3,727 | $6,644-43.9% | $8,070-53.8% | $4,296-13.2% |
| Admin fee / account holder | $1,306 | $7,941-83.6% | $12,998-90.0% | $6,918-81.1% |