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 | $71,081 | $90,348-21.3% | $75,972-6.4% | $145,922-51.3% |
| Participation rate | 92.3% | 74.5%+17.9pp | 69.1%+23.3pp | 80.3%+12.0pp |
| Annual return | 9.23% | 620.88%-611.6pp | 359.55%-350.3pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,819 | $3,311-45.1% | $2,685-32.2% | $4,660-61.0% |
| Participant deferral / active EE | $6,162 | $5,162+19.4% | $4,255+44.8% | $6,688-7.9% |
| Admin fee / account holder | $1,389 | $8,467-83.6% | $6,467-78.5% | $13,397-89.6% |