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 8-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 | $43,983 | $102,317-57.0% | $146,958-70.1% | $80,856-45.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.71% | 134.76%-122.1pp | 418.34%-405.6pp | 35.59%-22.9pp |
| Employer contribution / active EE | $4,924 | $3,713+32.6% | $4,933-0.2% | $2,755+78.7% |
| Participant deferral / active EE | $11,564 | $6,644+74.1% | $8,070+43.3% | $4,296+169.2% |
| Admin fee / account holder | $946 | $7,941-88.1% | $12,998-92.7% | $6,918-86.3% |