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 5-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 | $41,332 | $70,756-41.6% | $65,493-36.9% | $142,382-71.0% |
| Participation rate | 91.7% | 77.4%+14.3pp | 73.1%+18.6pp | 80.1%+11.5pp |
| Annual return | 14.63% | 1754.89%-1740.3pp | 982.45%-967.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $5,578 | $2,881+93.7% | $2,574+116.7% | $4,299+29.8% |
| Participant deferral / active EE | $4,751 | $4,637+2.5% | $3,961+19.9% | $6,507-27.0% |
| Admin fee / account holder | $10,146 | $6,559+54.7% | $5,028+101.8% | $12,624-19.6% |