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 | $32,795 | $60,124-45.5% | $90,404-63.7% | $79,858-58.9% |
| Participation rate | 77.5% | 65.0%+12.5pp | 72.7%+4.8pp | 69.6%+7.9pp |
| Annual return | 76.01% | 71.94%+4.1pp | 1293.02%-1217.0pp | 31.71%+44.3pp |
| Employer contribution / active EE | $3,187 | $2,068+54.1% | $3,262-2.3% | $2,471+29.0% |
| Participant deferral / active EE | $5,562 | $2,938+89.3% | $3,963+40.3% | $3,740+48.7% |
| Admin fee / account holder | $400 | $3,976-89.9% | $5,611-92.9% | $5,306-92.5% |