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 | $26,232 | $49,922-47.5% | $80,569-67.4% | $75,163-65.1% |
| Participation rate | 96.3% | 55.3%+41.0pp | 67.0%+29.3pp | 67.2%+29.1pp |
| Annual return | 37.54% | 34.69%+2.9pp | 935.43%-897.9pp | 160.62%-123.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,289 | $2,990+344.4% | $4,447+198.8% | $4,125+222.1% |
| Admin fee / account holder | $1,146 | $3,577-68.0% | $5,377-78.7% | $5,651-79.7% |