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 | $37,020 | $92,222-59.9% | $76,768-51.8% | $135,375-72.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 175.95% | 5.46%+170.5pp | 2.43%+173.5pp | 519.73%-343.8pp |
| Employer contribution / active EE | $3,345 | $3,216+4.0% | $2,485+34.6% | $4,779-30.0% |
| Participant deferral / active EE | $6,039 | $4,509+33.9% | $3,852+56.8% | $5,609+7.7% |
| Admin fee / account holder | $484 | $10,748-95.5% | $6,675-92.8% | $10,827-95.5% |