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 9-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 | $61,599 | $102,317-39.8% | $146,958-58.1% | $80,856-23.8% |
| Participation rate | 96.0% | 75.8%+20.2pp | 82.2%+13.8pp | 67.6%+28.4pp |
| Annual return | 17.38% | 134.76%-117.4pp | 418.34%-401.0pp | 35.59%-18.2pp |
| Employer contribution / active EE | $4,765 | $3,713+28.3% | $4,933-3.4% | $2,755+73.0% |
| Participant deferral / active EE | $11,174 | $6,644+68.2% | $8,070+38.5% | $4,296+160.1% |
| Admin fee / account holder | $3,137 | $7,941-60.5% | $12,998-75.9% | $6,918-54.7% |