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 | $41,643 | $83,902-50.4% | $167,512-75.1% | $84,808-50.9% |
| Participation rate | 96.4% | 66.5%+30.0pp | 77.1%+19.4pp | 68.3%+28.1pp |
| Annual return | 23.08% | 91.55%-68.5pp | 1615.79%-1592.7pp | 40.90%-17.8pp |
| Employer contribution / active EE | $3,889 | $2,264+71.8% | $3,882+0.2% | $2,631+47.8% |
| Participant deferral / active EE | $8,230 | $4,442+85.2% | $6,405+28.5% | $4,212+95.4% |
| Admin fee / account holder | $419 | $7,915-94.7% | $9,769-95.7% | $7,344-94.3% |