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 | $38,586 | $109,817-64.9% | $98,442-60.8% | $167,490-77.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.30% | 1956.69%-1940.4pp | 1492.73%-1476.4pp | 478.56%-462.3pp |
| Employer contribution / active EE | $3,142 | $3,224-2.5% | $2,960+6.2% | $4,837-35.0% |
| Participant deferral / active EE | $7,644 | $4,673+63.6% | $4,276+78.8% | $6,341+20.5% |
| Admin fee / account holder | $550 | $6,753-91.9% | $5,949-90.8% | $12,309-95.5% |