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 8-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 | $39,441 | $68,346-42.3% | $94,646-58.3% | $75,163-47.5% |
| Participation rate | 96.3% | 76.1%+20.2pp | 80.8%+15.5pp | 67.2%+29.1pp |
| Annual return | 33.34% | 616.93%-583.6pp | 156.71%-123.4pp | 160.62%-127.3pp |
| Employer contribution / active EE | $9,794 | $2,701+262.6% | $3,672+166.7% | $2,670+266.8% |
| Participant deferral / active EE | $18,033 | $6,537+175.8% | $7,418+143.1% | $4,125+337.2% |
| Admin fee / account holder | $4,625 | $5,326-13.2% | $7,231-36.0% | $5,651-18.2% |