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 | $38,388 | $102,317-62.5% | $146,958-73.9% | $80,856-52.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.94% | 134.76%-120.8pp | 418.34%-404.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,416 | $3,713-34.9% | $4,933-51.0% | $2,755-12.3% |
| Participant deferral / active EE | $3,254 | $6,644-51.0% | $8,070-59.7% | $4,296-24.3% |
| Admin fee / account holder | $4,224 | $7,941-46.8% | $12,998-67.5% | $6,918-38.9% |