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 | $25,524 | $100,852-74.7% | $90,404-71.8% | $158,922-83.9% |
| Participation rate | 91.7% | 75.0%+16.6pp | 72.7%+19.0pp | 82.0%+9.7pp |
| Annual return | 13.66% | 1724.20%-1710.5pp | 1293.02%-1279.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $2,294 | $3,689-37.8% | $3,262-29.7% | $4,761-51.8% |
| Participant deferral / active EE | $5,881 | $4,348+35.3% | $3,963+48.4% | $5,982-1.7% |
| Admin fee / account holder | $433 | $6,501-93.3% | $5,611-92.3% | $11,246-96.1% |