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 | $29,722 | $49,922-40.5% | $80,569-63.1% | $75,163-60.5% |
| Participation rate | 76.0% | 55.3%+20.7pp | 67.0%+9.0pp | 67.2%+8.8pp |
| Annual return | 128.06% | 34.69%+93.4pp | 935.43%-807.4pp | 160.62%-32.6pp |
| Employer contribution / active EE | $4,168 | $1,698+145.4% | $2,723+53.0% | $2,670+56.1% |
| Participant deferral / active EE | $7,603 | $2,990+154.3% | $4,447+71.0% | $4,125+84.3% |
| Admin fee / account holder | $1,371 | $3,577-61.7% | $5,377-74.5% | $5,651-75.7% |