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 6-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 | $78,356 | $157,256-50.2% | $141,162-44.5% | $152,861-48.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 97.09% | 64.32%+32.8pp | 71.39%+25.7pp | 345.32%-248.2pp |
| Employer contribution / active EE | $42,186 | $5,261+701.9% | $4,735+790.9% | $4,762+785.8% |
| Participant deferral / active EE | $14,028 | $7,109+97.3% | $6,709+109.1% | $5,850+139.8% |
| Admin fee / account holder | $591 | $12,120-95.1% | $10,261-94.2% | $11,596-94.9% |