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 5-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 | $57,861 | $156,846-63.1% | $121,098-52.2% | $139,434-58.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.70% | 1474.56%-1453.9pp | 985.75%-965.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $15,480 | $5,536+179.6% | $4,164+271.8% | $4,751+225.8% |
| Participant deferral / active EE | $10,723 | $4,844+121.4% | $4,080+162.8% | $6,710+59.8% |
| Admin fee / account holder | $374 | $6,946-94.6% | $5,644-93.4% | $11,403-96.7% |