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 | $27,978 | $96,305-70.9% | $80,569-65.3% | $139,434-79.9% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 24.38% | 1350.08%-1325.7pp | 935.43%-911.0pp | 372.94%-348.6pp |
| Employer contribution / active EE | $3,984 | $3,262+22.1% | $2,723+46.3% | $4,751-16.1% |
| Participant deferral / active EE | $5,085 | $5,232-2.8% | $4,447+14.3% | $6,710-24.2% |
| Admin fee / account holder | $1,279 | $6,599-80.6% | $5,377-76.2% | $11,403-88.8% |