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 8-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 | $50,889 | $77,419-34.3% | $69,455-26.7% | $152,861-66.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 238.42% | 39.06%+199.4pp | 28.97%+209.5pp | 345.32%-106.9pp |
| Employer contribution / active EE | $5,932 | $3,315+78.9% | $2,779+113.5% | $4,762+24.6% |
| Participant deferral / active EE | $11,344 | $4,414+157.0% | $3,535+220.8% | $5,850+93.9% |
| Admin fee / account holder | $1,570 | $6,207-74.7% | $3,839-59.1% | $11,596-86.5% |