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 | $31,678 | $110,809-71.4% | $86,874-63.5% | $167,490-81.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 29.86% | 116.98%-87.1pp | 63.52%-33.7pp | 478.56%-448.7pp |
| Employer contribution / active EE | $1,158 | $3,244-64.3% | $2,495-53.6% | $4,837-76.1% |
| Participant deferral / active EE | $1,999 | $4,546-56.0% | $3,699-46.0% | $6,341-68.5% |
| Admin fee / account holder | $5,166 | $8,415-38.6% | $5,828-11.4% | $12,309-58.0% |