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 | $35,167 | $56,199-37.4% | $67,652-48.0% | $59,632-41.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 0.15% | 18505.31%-18505.2pp | 6625.04%-6624.9pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $3,170 | $1,614+96.3% | $2,266+39.9% | $2,203+43.9% |
| Participant deferral / active EE | $4,115 | $2,844+44.7% | $3,560+15.6% | $3,192+28.9% |
| Admin fee / account holder | $1,809 | $3,958-54.3% | $4,821-62.5% | $4,297-57.9% |