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 6-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 | $41,804 | $102,317-59.1% | $146,958-71.6% | $80,856-48.3% |
| Participation rate | 92.7% | 75.8%+16.8pp | 82.2%+10.5pp | 67.6%+25.0pp |
| Annual return | 14.79% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $4,949 | $3,713+33.3% | $4,933+0.3% | $2,755+79.6% |
| Participant deferral / active EE | $3,991 | $6,644-39.9% | $8,070-50.5% | $4,296-7.1% |
| Admin fee / account holder | $1,239 | $7,941-84.4% | $12,998-90.5% | $6,918-82.1% |