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 | $12,391 | $100,852-87.7% | $90,404-86.3% | $158,922-92.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 24.14% | 1724.20%-1700.1pp | 1293.02%-1268.9pp | 302.83%-278.7pp |
| Employer contribution / active EE | $1,226 | $3,689-66.8% | $3,262-62.4% | $4,761-74.2% |
| Participant deferral / active EE | $5,954 | $4,348+36.9% | $3,963+50.2% | $5,982-0.5% |
| Admin fee / account holder | $420 | $6,501-93.5% | $5,611-92.5% | $11,246-96.3% |