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 7-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 | $30,903 | $65,561-52.9% | $86,188-64.1% | $75,163-58.9% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 43.64% | 46.05%-2.4pp | 1168.45%-1124.8pp | 160.62%-117.0pp |
| Employer contribution / active EE | $3,996 | $1,553+157.4% | $2,380+67.9% | $2,670+49.7% |
| Participant deferral / active EE | $5,084 | $3,024+68.1% | $3,985+27.6% | $4,125+23.2% |
| Admin fee / account holder | $490 | $5,474-91.0% | $6,852-92.8% | $5,651-91.3% |