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 | $80,971 | $109,982-26.4% | $97,226-16.7% | $145,922-44.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.46% | 242.90%-229.4pp | 75.13%-61.7pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,944 | $3,084+27.9% | $2,729+44.5% | $4,660-15.4% |
| Participant deferral / active EE | $6,261 | $4,676+33.9% | $4,264+46.9% | $6,688-6.4% |
| Admin fee / account holder | $465 | $6,221-92.5% | $5,654-91.8% | $13,397-96.5% |