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 | $30,361 | $81,625-62.8% | $58,482-48.1% | $139,434-78.2% |
| Participation rate | 83.3% | 61.3%+22.0pp | 50.9%+32.5pp | 80.3%+3.0pp |
| Annual return | 13.43% | 7404.20%-7390.8pp | 4239.32%-4225.9pp | 372.94%-359.5pp |
| Employer contribution / active EE | $1,174 | $1,398-16.0% | $1,053+11.5% | $4,751-75.3% |
| Participant deferral / active EE | $5,996 | $2,557+134.5% | $1,924+211.7% | $6,710-10.6% |
| Admin fee / account holder | $587 | $3,265-82.0% | $2,516-76.7% | $11,403-94.8% |