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 10-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 | $47,131 | $176,662-73.3% | $130,648-63.9% | $152,861-69.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 13.06% | 2692.24%-2679.2pp | 1708.96%-1695.9pp | 345.32%-332.3pp |
| Employer contribution / active EE | $13,838 | $5,742+141.0% | $4,092+238.2% | $4,762+190.6% |
| Participant deferral / active EE | $2,756 | $4,361-36.8% | $3,603-23.5% | $5,850-52.9% |
| Admin fee / account holder | $4,178 | $7,133-41.4% | $5,464-23.5% | $11,596-64.0% |