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 | $28,105 | $109,881-74.4% | $150,045-81.3% | $84,808-66.9% |
| Participation rate | 86.9% | 76.1%+10.8pp | 82.3%+4.6pp | 68.3%+18.6pp |
| Annual return | 489.85% | 28.25%+461.6pp | 62.55%+427.3pp | 40.90%+448.9pp |
| Employer contribution / active EE | $3,825 | $3,561+7.4% | $4,693-18.5% | $2,631+45.4% |
| Participant deferral / active EE | $7,656 | $6,636+15.4% | $7,997-4.3% | $4,212+81.8% |
| Admin fee / account holder | $1,419 | $8,568-83.4% | $13,435-89.4% | $7,344-80.7% |