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 9-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 | $38,200 | $95,416-60.0% | $185,823-79.4% | $85,850-55.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 316.72% | 23.59%+293.1pp | 122.05%+194.7pp | 318.53%-1.8pp |
| Employer contribution / active EE | $3,649 | $3,314+10.1% | $5,167-29.4% | $2,565+42.3% |
| Participant deferral / active EE | $5,503 | $3,423+60.8% | $5,568-1.2% | $3,952+39.3% |
| Admin fee / account holder | $8,872 | $7,213+23.0% | $16,237-45.4% | $6,260+41.7% |