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 9-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 | $24,443 | $109,817-77.7% | $98,442-75.2% | $167,490-85.4% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 14.66% | 1956.69%-1942.0pp | 1492.73%-1478.1pp | 478.56%-463.9pp |
| Employer contribution / active EE | $4,398 | $3,224+36.4% | $2,960+48.6% | $4,837-9.1% |
| Participant deferral / active EE | $4,970 | $4,673+6.4% | $4,276+16.2% | $6,341-21.6% |
| Admin fee / account holder | $330 | $6,753-95.1% | $5,949-94.4% | $12,309-97.3% |