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 | $49,037 | $102,317-52.1% | $146,958-66.6% | $80,856-39.4% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.1pp | 67.6%+26.6pp |
| Annual return | 43.92% | 134.76%-90.8pp | 418.34%-374.4pp | 35.59%+8.3pp |
| Employer contribution / active EE | $6,946 | $3,713+87.1% | $4,933+40.8% | $2,755+152.1% |
| Participant deferral / active EE | $10,835 | $6,644+63.1% | $8,070+34.3% | $4,296+152.2% |
| Admin fee / account holder | $762 | $7,941-90.4% | $12,998-94.1% | $6,918-89.0% |