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 | $41,663 | $104,907-60.3% | $84,611-50.8% | $152,861-72.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 20.79% | 373.79%-353.0pp | 258.74%-238.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $4,443 | $3,302+34.6% | $2,652+67.5% | $4,762-6.7% |
| Participant deferral / active EE | $5,823 | $4,688+24.2% | $3,899+49.3% | $5,850-0.5% |
| Admin fee / account holder | $7,866 | $6,241+26.0% | $4,912+60.1% | $11,596-32.2% |