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 | $47,353 | $117,841-59.8% | $102,423-53.8% | $145,922-67.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 99.46% | 31.65%+67.8pp | 29.32%+70.1pp | 561.29%-461.8pp |
| Employer contribution / active EE | $10,370 | $3,615+186.9% | $3,023+243.0% | $4,660+122.5% |
| Participant deferral / active EE | $14,417 | $5,731+151.6% | $5,053+185.3% | $6,688+115.6% |
| Admin fee / account holder | $6,553 | $13,326-50.8% | $9,451-30.7% | $13,397-51.1% |