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 | $41,588 | $183,519-77.3% | $155,509-73.3% | $145,922-71.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $10,337 | $5,313+94.6% | $4,672+121.2% | $4,660+121.8% |
| Participant deferral / active EE | $3,365 | $6,462-47.9% | $5,626-40.2% | $6,688-49.7% |
| Admin fee / account holder | $593 | $19,313-96.9% | $15,912-96.3% | $13,397-95.6% |