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 8-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 | $20,450 | $102,604-80.1% | $86,188-76.3% | $139,434-85.3% |
| Participation rate | 77.3% | 74.5%+2.8pp | 69.0%+8.3pp | 80.3%-3.0pp |
| Annual return | 14.39% | 1922.51%-1908.1pp | 1168.45%-1154.1pp | 372.94%-358.6pp |
| Employer contribution / active EE | $939 | $3,032-69.0% | $2,380-60.5% | $4,751-80.2% |
| Participant deferral / active EE | $3,175 | $4,676-32.1% | $3,985-20.3% | $6,710-52.7% |
| Admin fee / account holder | $367 | $8,657-95.8% | $6,852-94.6% | $11,403-96.8% |