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 7-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 | $28,241 | $83,902-66.3% | $167,512-83.1% | $84,808-66.7% |
| Participation rate | 93.6% | 66.5%+27.2pp | 77.1%+16.6pp | 68.3%+25.3pp |
| Annual return | 18.92% | 91.55%-72.6pp | 1615.79%-1596.9pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,556 | $2,264-31.3% | $3,882-59.9% | $2,631-40.8% |
| Participant deferral / active EE | $4,029 | $4,442-9.3% | $6,405-37.1% | $4,212-4.3% |
| Admin fee / account holder | $668 | $7,915-91.6% | $9,769-93.2% | $7,344-90.9% |