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 | $62,210 | $176,662-64.8% | $130,648-52.4% | $152,861-59.3% |
| Participation rate | 70.0% | 79.0%-9.0pp | 71.7%-1.7pp | 82.4%-12.4pp |
| Annual return | 21.00% | 2692.24%-2671.2pp | 1708.96%-1688.0pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,702 | $5,742-70.4% | $4,092-58.4% | $4,762-64.3% |
| Participant deferral / active EE | $3,198 | $4,361-26.7% | $3,603-11.2% | $5,850-45.3% |
| Admin fee / account holder | $540 | $7,133-92.4% | $5,464-90.1% | $11,596-95.3% |