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 4-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 | $31,666 | $88,751-64.3% | $81,812-61.3% | $145,922-78.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 18.38% | 1025.40%-1007.0pp | 773.79%-755.4pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,786 | $3,083-42.1% | $2,912-38.7% | $4,660-61.7% |
| Participant deferral / active EE | $9,382 | $4,643+102.1% | $4,319+117.2% | $6,688+40.3% |
| Admin fee / account holder | $326 | $8,415-96.1% | $7,386-95.6% | $13,397-97.6% |