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 | $69,621 | $159,901-56.5% | $146,958-52.6% | $145,922-52.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 40.66% | 98.13%-57.5pp | 418.34%-377.7pp | 561.29%-520.6pp |
| Employer contribution / active EE | $4,101 | $5,286-22.4% | $4,933-16.9% | $4,660-12.0% |
| Participant deferral / active EE | $12,861 | $8,428+52.6% | $8,070+59.4% | $6,688+92.3% |
| Admin fee / account holder | $2,766 | $15,044-81.6% | $12,998-78.7% | $13,397-79.4% |