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 7-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 | $31,819 | $112,096-71.6% | $95,952-66.8% | $158,922-80.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 59.16% | 171.09%-111.9pp | 91.61%-32.5pp | 302.83%-243.7pp |
| Employer contribution / active EE | $14,765 | $3,198+361.7% | $2,541+481.1% | $4,761+210.1% |
| Participant deferral / active EE | $9,246 | $4,784+93.3% | $4,167+121.9% | $5,982+54.6% |
| Admin fee / account holder | $411 | $10,130-95.9% | $6,795-93.9% | $11,246-96.3% |