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 8-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 | $46,590 | $70,606-34.0% | $53,898-13.6% | $142,382-67.3% |
| Participation rate | 94.7% | 63.7%+31.0pp | 55.0%+39.8pp | 80.1%+14.6pp |
| Annual return | 23.90% | 619.81%-595.9pp | 528.60%-504.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $3,880 | $1,202+222.8% | $932+316.3% | $4,299-9.7% |
| Participant deferral / active EE | $5,992 | $2,364+153.5% | $1,826+228.1% | $6,507-7.9% |
| Admin fee / account holder | $1,530 | $2,852-46.3% | $2,491-38.6% | $12,624-87.9% |