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 | $58,982 | $158,398-62.8% | $126,539-53.4% | $142,382-58.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 22.79% | 593.76%-571.0pp | 425.95%-403.2pp | 217.08%-194.3pp |
| Employer contribution / active EE | $835 | $4,650-82.0% | $3,674-77.3% | $4,299-80.6% |
| Participant deferral / active EE | $6,422 | $4,767+34.7% | $4,083+57.3% | $6,507-1.3% |
| Admin fee / account holder | $539 | $6,918-92.2% | $6,065-91.1% | $12,624-95.7% |