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 4-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 | $60,679 | $101,317-40.1% | $146,958-58.7% | $74,495-18.5% |
| Participation rate | 76.4% | 75.5%+0.9pp | 82.2%-5.7pp | 67.2%+9.2pp |
| Annual return | 20.15% | 8730.91%-8710.8pp | 418.34%-398.2pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $17,536 | $7,303+140.1% | $8,070+117.3% | $4,346+303.5% |
| Admin fee / account holder | $1,740 | $1,739+0.1% | $12,998-86.6% | $1,942-10.4% |