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 | $31,398 | $70,606-55.5% | $53,898-41.7% | $142,382-77.9% |
| Participation rate | 78.6% | 63.7%+14.9pp | 55.0%+23.6pp | 80.1%-1.5pp |
| Annual return | 19.73% | 619.81%-600.1pp | 528.60%-508.9pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,857 | $1,202+137.7% | $932+206.5% | $4,299-33.5% |
| Participant deferral / active EE | $5,456 | $2,364+130.8% | $1,826+198.7% | $6,507-16.2% |
| Admin fee / account holder | $867 | $2,852-69.6% | $2,491-65.2% | $12,624-93.1% |