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 | $15,862 | $88,751-82.1% | $81,812-80.6% | $145,922-89.1% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 13.11% | 1025.40%-1012.3pp | 773.79%-760.7pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,262 | $3,083+5.8% | $2,912+12.0% | $4,660-30.0% |
| Participant deferral / active EE | $5,842 | $4,643+25.8% | $4,319+35.3% | $6,688-12.6% |
| Admin fee / account holder | $1,768 | $8,415-79.0% | $7,386-76.1% | $13,397-86.8% |