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 | $19,567 | $102,604-80.9% | $86,188-77.3% | $139,434-86.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 21.53% | 1922.51%-1901.0pp | 1168.45%-1146.9pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,043 | $3,032+33.3% | $2,380+69.9% | $4,751-14.9% |
| Participant deferral / active EE | $8,006 | $4,676+71.2% | $3,985+100.9% | $6,710+19.3% |
| Admin fee / account holder | $1,814 | $8,657-79.0% | $6,852-73.5% | $11,403-84.1% |