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 7-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 | $49,471 | $102,604-51.8% | $86,188-42.6% | $139,434-64.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 42.26% | 1922.51%-1880.3pp | 1168.45%-1126.2pp | 372.94%-330.7pp |
| Employer contribution / active EE | $932 | $3,032-69.3% | $2,380-60.8% | $4,751-80.4% |
| Participant deferral / active EE | $10,000 | $4,676+113.9% | $3,985+150.9% | $6,710+49.0% |
| Admin fee / account holder | $897 | $8,657-89.6% | $6,852-86.9% | $11,403-92.1% |