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 | $43,849 | $102,317-57.1% | $146,958-70.2% | $80,856-45.8% |
| Participation rate | 92.9% | 75.8%+17.0pp | 82.2%+10.7pp | 67.6%+25.2pp |
| Annual return | 22.12% | 134.76%-112.6pp | 418.34%-396.2pp | 35.59%-13.5pp |
| Employer contribution / active EE | $4,834 | $3,713+30.2% | $4,933-2.0% | $2,755+75.5% |
| Participant deferral / active EE | $8,788 | $6,644+32.3% | $8,070+8.9% | $4,296+104.6% |
| Admin fee / account holder | $1,628 | $7,941-79.5% | $12,998-87.5% | $6,918-76.5% |