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 | $44,610 | $64,839-31.2% | $95,585-53.3% | $84,808-47.4% |
| Participation rate | 78.0% | 63.8%+14.2pp | 72.1%+5.9pp | 68.3%+9.7pp |
| Annual return | 69.60% | -670.96%+740.6pp | 38.56%+31.0pp | 40.90%+28.7pp |
| Employer contribution / active EE | $4,402 | $1,759+150.3% | $2,527+74.2% | $2,631+67.3% |
| Participant deferral / active EE | $8,466 | $2,965+185.5% | $4,023+110.5% | $4,212+101.0% |
| Admin fee / account holder | $1,368 | $5,964-77.1% | $6,127-77.7% | $7,344-81.4% |