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 | $32,359 | $102,604-68.5% | $86,188-62.5% | $139,434-76.8% |
| Participation rate | 84.6% | 74.5%+10.1pp | 69.0%+15.7pp | 80.3%+4.3pp |
| Annual return | 17.83% | 1922.51%-1904.7pp | 1168.45%-1150.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,991 | $3,032-34.4% | $2,380-16.4% | $4,751-58.1% |
| Participant deferral / active EE | $7,476 | $4,676+59.9% | $3,985+87.6% | $6,710+11.4% |
| Admin fee / account holder | $1,054 | $8,657-87.8% | $6,852-84.6% | $11,403-90.8% |