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 | $49,433 | $114,381-56.8% | $107,525-54.0% | $142,382-65.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 70.54% | 242.71%-172.2pp | 181.32%-110.8pp | 217.08%-146.5pp |
| Employer contribution / active EE | $3,156 | $4,015-21.4% | $3,754-15.9% | $4,299-26.6% |
| Participant deferral / active EE | $7,372 | $5,564+32.5% | $5,116+44.1% | $6,507+13.3% |
| Admin fee / account holder | $2,071 | $9,860-79.0% | $8,919-76.8% | $12,624-83.6% |