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 | $44,202 | $102,317-56.8% | $146,958-69.9% | $80,856-45.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 37.52% | 134.76%-97.2pp | 418.34%-380.8pp | 35.59%+1.9pp |
| Employer contribution / active EE | $8,093 | $3,713+117.9% | $4,933+64.1% | $2,755+193.8% |
| Participant deferral / active EE | $9,377 | $6,644+41.1% | $8,070+16.2% | $4,296+118.3% |
| Admin fee / account holder | $1,484 | $7,941-81.3% | $12,998-88.6% | $6,918-78.6% |