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 | $39,707 | $102,317-61.2% | $146,958-73.0% | $80,856-50.9% |
| Participation rate | 98.0% | 75.8%+22.1pp | 82.2%+15.8pp | 67.6%+30.3pp |
| Annual return | 54.10% | 134.76%-80.7pp | 418.34%-364.2pp | 35.59%+18.5pp |
| Employer contribution / active EE | $3,152 | $3,713-15.1% | $4,933-36.1% | $2,755+14.4% |
| Participant deferral / active EE | $7,174 | $6,644+8.0% | $8,070-11.1% | $4,296+67.0% |
| Admin fee / account holder | $1,494 | $7,941-81.2% | $12,998-88.5% | $6,918-78.4% |