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 | $51,389 | $96,635-46.8% | $86,612-40.7% | $139,434-63.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 68.86% | 106.41%-37.6pp | 591.07%-522.2pp | 372.94%-304.1pp |
| Employer contribution / active EE | $9,768 | $3,263+199.4% | $3,022+223.2% | $4,751+105.6% |
| Participant deferral / active EE | $19,625 | $4,836+305.8% | $4,438+342.2% | $6,710+192.5% |
| Admin fee / account holder | $878 | $6,408-86.3% | $5,614-84.4% | $11,403-92.3% |