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 | $46,838 | $72,400-35.3% | $67,502-30.6% | $145,922-67.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.38% | 7182.46%-7170.1pp | 3512.12%-3499.7pp | 561.29%-548.9pp |
| Employer contribution / active EE | $4,968 | $3,069+61.9% | $2,731+81.9% | $4,660+6.6% |
| Participant deferral / active EE | $4,500 | $4,783-5.9% | $4,000+12.5% | $6,688-32.7% |
| Admin fee / account holder | $2,261 | $5,539-59.2% | $3,998-43.4% | $13,397-83.1% |