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 | $16,564 | $102,604-83.9% | $86,188-80.8% | $139,434-88.1% |
| Participation rate | 73.7% | 74.5%-0.8pp | 69.0%+4.7pp | 80.3%-6.6pp |
| Annual return | 13.57% | 1922.51%-1908.9pp | 1168.45%-1154.9pp | 372.94%-359.4pp |
| Employer contribution / active EE | $0 | $3,032-100.0% | $2,380-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $5,120 | $4,676+9.5% | $3,985+28.5% | $6,710-23.7% |
| Admin fee / account holder | $368 | $8,657-95.7% | $6,852-94.6% | $11,403-96.8% |