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 | $43,716 | $159,901-72.7% | $146,958-70.3% | $145,922-70.0% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 14.50% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,698 | $8,428+3.2% | $8,070+7.8% | $6,688+30.1% |
| Admin fee / account holder | $7,717 | $15,044-48.7% | $12,998-40.6% | $13,397-42.4% |