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 | $98,002 | $159,901-38.7% | $146,958-33.3% | $145,922-32.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.34% | 98.13%-75.8pp | 418.34%-396.0pp | 561.29%-538.9pp |
| Employer contribution / active EE | $20,224 | $5,286+282.6% | $4,933+310.0% | $4,660+334.0% |
| Participant deferral / active EE | $15,308 | $8,428+81.6% | $8,070+89.7% | $6,688+128.9% |
| Admin fee / account holder | $554 | $15,044-96.3% | $12,998-95.7% | $13,397-95.9% |