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 7-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 | $23,352 | $63,861-63.4% | $104,607-77.7% | $79,858-70.8% |
| Participation rate | 84.9% | 64.9%+20.0pp | 74.1%+10.8pp | 69.6%+15.3pp |
| Annual return | 89.41% | 21.30%+68.1pp | 340.46%-251.0pp | 31.71%+57.7pp |
| Employer contribution / active EE | $4,514 | $1,588+184.2% | $2,681+68.4% | $2,471+82.7% |
| Participant deferral / active EE | $5,873 | $2,693+118.0% | $3,740+57.0% | $3,740+57.0% |
| Admin fee / account holder | $1,218 | $4,185-70.9% | $6,473-81.2% | $5,306-77.0% |