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 4-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 | $27,215 | $102,317-73.4% | $146,958-81.5% | $80,856-66.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 15.70% | 134.76%-119.1pp | 418.34%-402.6pp | 35.59%-19.9pp |
| Employer contribution / active EE | $3,245 | $3,713-12.6% | $4,933-34.2% | $2,755+17.8% |
| Participant deferral / active EE | $6,110 | $6,644-8.0% | $8,070-24.3% | $4,296+42.2% |
| Admin fee / account holder | $713 | $7,941-91.0% | $12,998-94.5% | $6,918-89.7% |