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 | $18,828 | $88,751-78.8% | $81,812-77.0% | $145,922-87.1% |
| Participation rate | 75.0% | 75.0%0pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 19.89% | 1025.40%-1005.5pp | 773.79%-753.9pp | 561.29%-541.4pp |
| Employer contribution / active EE | $2,166 | $3,083-29.8% | $2,912-25.6% | $4,660-53.5% |
| Participant deferral / active EE | $2,834 | $4,643-39.0% | $4,319-34.4% | $6,688-57.6% |
| Admin fee / account holder | $1,210 | $8,415-85.6% | $7,386-83.6% | $13,397-91.0% |