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 | $27,007 | $70,756-61.8% | $65,493-58.8% | $142,382-81.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 16.84% | 1754.89%-1738.1pp | 982.45%-965.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $4,615 | $2,881+60.2% | $2,574+79.3% | $4,299+7.4% |
| Participant deferral / active EE | $8,654 | $4,637+86.6% | $3,961+118.5% | $6,507+33.0% |
| Admin fee / account holder | $3,606 | $6,559-45.0% | $5,028-28.3% | $12,624-71.4% |