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 6-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 | $38,000 | $77,145-50.7% | $108,410-64.9% | $85,850-55.7% |
| Participation rate | 77.4% | 74.7%+2.7pp | 80.1%-2.8pp | 69.3%+8.1pp |
| Annual return | 199.23% | 44.54%+154.7pp | 905.27%-706.0pp | 318.53%-119.3pp |
| Employer contribution / active EE | $2,735 | $2,379+15.0% | $3,558-23.1% | $2,565+6.6% |
| Participant deferral / active EE | $5,887 | $5,566+5.8% | $6,563-10.3% | $3,952+49.0% |
| Admin fee / account holder | $549 | $5,172-89.4% | $7,295-92.5% | $6,260-91.2% |