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 | $36,047 | $102,317-64.8% | $146,958-75.5% | $80,856-55.4% |
| Participation rate | 94.9% | 75.8%+19.1pp | 82.2%+12.7pp | 67.6%+27.3pp |
| Annual return | 28.87% | 134.76%-105.9pp | 418.34%-389.5pp | 35.59%-6.7pp |
| Employer contribution / active EE | $2,846 | $3,713-23.3% | $4,933-42.3% | $2,755+3.3% |
| Participant deferral / active EE | $4,213 | $6,644-36.6% | $8,070-47.8% | $4,296-1.9% |
| Admin fee / account holder | $782 | $7,941-90.2% | $12,998-94.0% | $6,918-88.7% |