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 5-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 | $53,927 | $210,648-74.4% | $177,989-69.7% | $145,922-63.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 22.44% | 385.86%-363.4pp | 294.48%-272.0pp | 561.29%-538.8pp |
| Employer contribution / active EE | $3,941 | $4,565-13.7% | $3,949-0.2% | $4,660-15.4% |
| Participant deferral / active EE | $20,540 | $6,958+195.2% | $6,276+227.3% | $6,688+207.1% |
| Admin fee / account holder | $3,778 | $12,013-68.6% | $10,363-63.5% | $13,397-71.8% |