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 | $31,227 | $102,604-69.6% | $86,188-63.8% | $139,434-77.6% |
| Participation rate | 70.6% | 74.5%-3.9pp | 69.0%+1.6pp | 80.3%-9.7pp |
| Annual return | 16.27% | 1922.51%-1906.2pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,261 | $3,032-58.4% | $2,380-47.0% | $4,751-73.5% |
| Participant deferral / active EE | $2,626 | $4,676-43.8% | $3,985-34.1% | $6,710-60.9% |
| Admin fee / account holder | $4,021 | $8,657-53.6% | $6,852-41.3% | $11,403-64.7% |