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 | $81,166 | $210,648-61.5% | $177,989-54.4% | $145,922-44.4% |
| Participation rate | 90.0% | 80.8%+9.2pp | 77.1%+12.9pp | 80.3%+9.7pp |
| Annual return | 9.44% | 385.86%-376.4pp | 294.48%-285.0pp | 561.29%-551.8pp |
| Employer contribution / active EE | $40,073 | $4,565+777.9% | $3,949+914.9% | $4,660+760.0% |
| Participant deferral / active EE | $3,471 | $6,958-50.1% | $6,276-44.7% | $6,688-48.1% |
| Admin fee / account holder | $1,937 | $12,013-83.9% | $10,363-81.3% | $13,397-85.5% |