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 9-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 | $33,357 | $77,813-57.1% | $123,544-73.0% | $64,186-48.0% |
| Participation rate | 71.4% | 74.7%-3.3pp | 82.3%-10.9pp | 69.6%+1.9pp |
| Annual return | 484.45% | 12.48%+472.0pp | 119.20%+365.3pp | 7.63%+476.8pp |
| Employer contribution / active EE | $2,653 | $3,014-12.0% | $4,628-42.7% | $2,381+11.4% |
| Participant deferral / active EE | $4,463 | $5,240-14.8% | $6,426-30.5% | $3,470+28.6% |
| Admin fee / account holder | $11,557 | $5,519+109.4% | $9,284+24.5% | $4,888+136.4% |