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 | $38,580 | $68,346-43.6% | $94,646-59.2% | $75,163-48.7% |
| Participation rate | 72.7% | 76.1%-3.4pp | 80.8%-8.1pp | 67.2%+5.5pp |
| Annual return | 30.77% | 616.93%-586.2pp | 156.71%-125.9pp | 160.62%-129.8pp |
| Employer contribution / active EE | $4,190 | $2,701+55.1% | $3,672+14.1% | $2,670+56.9% |
| Participant deferral / active EE | $7,908 | $6,537+21.0% | $7,418+6.6% | $4,125+91.7% |
| Admin fee / account holder | $4,413 | $5,326-17.1% | $7,231-39.0% | $5,651-21.9% |