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 | $49,084 | $53,516-8.3% | $126,539-61.2% | $84,808-42.1% |
| Participation rate | 98.7% | 58.2%+40.5pp | 69.8%+28.9pp | 68.3%+30.4pp |
| Annual return | 19.19% | 58.34%-39.2pp | 425.95%-406.8pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,069 | $1,535+34.8% | $3,674-43.7% | $2,631-21.4% |
| Participant deferral / active EE | $5,278 | $2,671+97.6% | $4,083+29.3% | $4,212+25.3% |
| Admin fee / account holder | $529 | $4,497-88.2% | $6,065-91.3% | $7,344-92.8% |