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 | $53,471 | $102,604-47.9% | $86,188-38.0% | $139,434-61.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 1922.51%-1906.8pp | 1168.45%-1152.7pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,677 | $3,032-44.7% | $2,380-29.5% | $4,751-64.7% |
| Participant deferral / active EE | $2,485 | $4,676-46.9% | $3,985-37.6% | $6,710-63.0% |
| Admin fee / account holder | $862 | $8,657-90.0% | $6,852-87.4% | $11,403-92.4% |