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 | $47,568 | $102,317-53.5% | $146,958-67.6% | $80,856-41.2% |
| Participation rate | 88.2% | 75.8%+12.4pp | 82.2%+6.1pp | 67.6%+20.6pp |
| Annual return | 14.82% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $5,923 | $3,713+59.5% | $4,933+20.1% | $2,755+115.0% |
| Participant deferral / active EE | $9,372 | $6,644+41.1% | $8,070+16.1% | $4,296+118.2% |
| Admin fee / account holder | $1,317 | $7,941-83.4% | $12,998-89.9% | $6,918-81.0% |