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 | $35,346 | $83,902-57.9% | $167,512-78.9% | $84,808-58.3% |
| Participation rate | 90.0% | 66.5%+23.5pp | 77.1%+12.9pp | 68.3%+21.7pp |
| Annual return | 21.03% | 91.55%-70.5pp | 1615.79%-1594.8pp | 40.90%-19.9pp |
| Employer contribution / active EE | $4,826 | $2,264+113.2% | $3,882+24.3% | $2,631+83.4% |
| Participant deferral / active EE | $9,304 | $4,442+109.4% | $6,405+45.3% | $4,212+120.9% |
| Admin fee / account holder | $2,996 | $7,915-62.2% | $9,769-69.3% | $7,344-59.2% |