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 | $53,845 | $158,398-66.0% | $126,539-57.4% | $142,382-62.2% |
| Participation rate | 94.4% | 75.8%+18.6pp | 69.8%+24.6pp | 80.1%+14.3pp |
| Annual return | 24.67% | 593.76%-569.1pp | 425.95%-401.3pp | 217.08%-192.4pp |
| Employer contribution / active EE | $5,947 | $4,650+27.9% | $3,674+61.9% | $4,299+38.3% |
| Participant deferral / active EE | $10,811 | $4,767+126.8% | $4,083+164.8% | $6,507+66.1% |
| Admin fee / account holder | $13,166 | $6,918+90.3% | $6,065+117.1% | $12,624+4.3% |