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 7-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 | $18,420 | $83,902-78.0% | $167,512-89.0% | $84,808-78.3% |
| Participation rate | 78.8% | 66.5%+12.3pp | 77.1%+1.7pp | 68.3%+10.5pp |
| Annual return | 22.45% | 91.55%-69.1pp | 1615.79%-1593.3pp | 40.90%-18.4pp |
| Employer contribution / active EE | $1,365 | $2,264-39.7% | $3,882-64.8% | $2,631-48.1% |
| Participant deferral / active EE | $2,715 | $4,442-38.9% | $6,405-57.6% | $4,212-35.5% |
| Admin fee / account holder | $400 | $7,915-94.9% | $9,769-95.9% | $7,344-94.6% |