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 | $24,752 | $76,738-67.7% | $56,411-56.1% | $145,922-83.0% |
| Participation rate | 93.8% | 63.2%+30.5pp | 52.5%+41.3pp | 80.3%+13.5pp |
| Annual return | 44.20% | 2994.23%-2950.0pp | 1701.33%-1657.1pp | 561.29%-517.1pp |
| Employer contribution / active EE | $2,632 | $1,380+90.8% | $1,039+153.4% | $4,660-43.5% |
| Participant deferral / active EE | $6,526 | $2,623+148.8% | $1,952+234.3% | $6,688-2.4% |
| Admin fee / account holder | $1,002 | $3,334-69.9% | $2,829-64.6% | $13,397-92.5% |