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 3-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 | $5,155 | $88,751-94.2% | $81,812-93.7% | $145,922-96.5% |
| Participation rate | 94.7% | 75.0%+19.7pp | 72.3%+22.4pp | 80.3%+14.5pp |
| Annual return | 236.36% | 1025.40%-789.0pp | 773.79%-537.4pp | 561.29%-324.9pp |
| Employer contribution / active EE | $1,904 | $3,083-38.3% | $2,912-34.6% | $4,660-59.1% |
| Participant deferral / active EE | $4,486 | $4,643-3.4% | $4,319+3.9% | $6,688-32.9% |
| Admin fee / account holder | $4,508 | $8,415-46.4% | $7,386-39.0% | $13,397-66.3% |