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 | $33,134 | $70,606-53.1% | $53,898-38.5% | $142,382-76.7% |
| Participation rate | 95.0% | 63.7%+31.3pp | 55.0%+40.0pp | 80.1%+14.9pp |
| Annual return | 28.88% | 619.81%-590.9pp | 528.60%-499.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $2,641 | $1,202+119.7% | $932+183.4% | $4,299-38.6% |
| Participant deferral / active EE | $7,423 | $2,364+214.0% | $1,826+306.4% | $6,507+14.1% |
| Admin fee / account holder | $854 | $2,852-70.1% | $2,491-65.7% | $12,624-93.2% |