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 | $26,809 | $74,888-64.2% | $71,209-62.4% | $142,382-81.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 78.66% | 345.14%-266.5pp | 282.51%-203.8pp | 217.08%-138.4pp |
| Employer contribution / active EE | $1,969 | $2,854-31.0% | $2,721-27.6% | $4,299-54.2% |
| Participant deferral / active EE | $4,290 | $4,454-3.7% | $4,175+2.7% | $6,507-34.1% |
| Admin fee / account holder | $3,391 | $5,568-39.1% | $5,349-36.6% | $12,624-73.1% |