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 10-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 | $40,324 | $109,817-63.3% | $98,442-59.0% | $167,490-75.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 27.07% | 1956.69%-1929.6pp | 1492.73%-1465.7pp | 478.56%-451.5pp |
| Employer contribution / active EE | $3,102 | $3,224-3.8% | $2,960+4.8% | $4,837-35.9% |
| Participant deferral / active EE | $4,514 | $4,673-3.4% | $4,276+5.6% | $6,341-28.8% |
| Admin fee / account holder | $1,564 | $6,753-76.8% | $5,949-73.7% | $12,309-87.3% |