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 | $73,757 | $100,852-26.9% | $90,404-18.4% | $158,922-53.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 72.7%+18.2pp | 82.0%+9.0pp |
| Annual return | 16.91% | 1724.20%-1707.3pp | 1293.02%-1276.1pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,394 | $3,689-62.2% | $3,262-57.3% | $4,761-70.7% |
| Participant deferral / active EE | $2,945 | $4,348-32.3% | $3,963-25.7% | $5,982-50.8% |
| Admin fee / account holder | $8,114 | $6,501+24.8% | $5,611+44.6% | $11,246-27.9% |