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 | $32,089 | $109,817-70.8% | $98,442-67.4% | $167,490-80.8% |
| Participation rate | 95.5% | 75.8%+19.6pp | 73.3%+22.1pp | 82.1%+13.3pp |
| Annual return | 18.59% | 1956.69%-1938.1pp | 1492.73%-1474.1pp | 478.56%-460.0pp |
| Employer contribution / active EE | $7,575 | $3,224+135.0% | $2,960+155.9% | $4,837+56.6% |
| Participant deferral / active EE | $8,804 | $4,673+88.4% | $4,276+105.9% | $6,341+38.8% |
| Admin fee / account holder | $14,296 | $6,753+111.7% | $5,949+140.3% | $12,309+16.1% |