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 | $20,683 | $60,124-65.6% | $90,404-77.1% | $79,858-74.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.55% | 71.94%-51.4pp | 1293.02%-1272.5pp | 31.71%-11.2pp |
| Employer contribution / active EE | $3,883 | $2,068+87.8% | $3,262+19.0% | $2,471+57.2% |
| Participant deferral / active EE | $2,158 | $2,938-26.5% | $3,963-45.5% | $3,740-42.3% |
| Admin fee / account holder | $962 | $3,976-75.8% | $5,611-82.9% | $5,306-81.9% |