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 3-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 | $41,016 | $90,348-54.6% | $75,972-46.0% | $145,922-71.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.80% | 620.88%-606.1pp | 359.55%-344.8pp | 561.29%-546.5pp |
| Employer contribution / active EE | $3,145 | $3,311-5.0% | $2,685+17.1% | $4,660-32.5% |
| Participant deferral / active EE | $10,188 | $5,162+97.4% | $4,255+139.4% | $6,688+52.3% |
| Admin fee / account holder | $3,176 | $8,467-62.5% | $6,467-50.9% | $13,397-76.3% |