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 5-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 | $25,002 | $68,346-63.4% | $94,646-73.6% | $75,163-66.7% |
| Participation rate | 98.0% | 76.1%+21.9pp | 80.8%+17.2pp | 67.2%+30.8pp |
| Annual return | 57.72% | 616.93%-559.2pp | 156.71%-99.0pp | 160.62%-102.9pp |
| Employer contribution / active EE | $7,596 | $2,701+181.3% | $3,672+106.9% | $2,670+184.5% |
| Participant deferral / active EE | $10,729 | $6,537+64.1% | $7,418+44.6% | $4,125+160.1% |
| Admin fee / account holder | $2,619 | $5,326-50.8% | $7,231-63.8% | $5,651-53.7% |