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 3-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 | $12,108 | $53,516-77.4% | $126,539-90.4% | $84,808-85.7% |
| Participation rate | 94.5% | 58.2%+36.3pp | 69.8%+24.7pp | 68.3%+26.2pp |
| Annual return | 78.98% | 58.34%+20.6pp | 425.95%-347.0pp | 40.90%+38.1pp |
| Employer contribution / active EE | $1,925 | $1,535+25.4% | $3,674-47.6% | $2,631-26.8% |
| Participant deferral / active EE | $3,953 | $2,671+48.0% | $4,083-3.2% | $4,212-6.1% |
| Admin fee / account holder | $501 | $4,497-88.8% | $6,065-91.7% | $7,344-93.2% |