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 5-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 | $33,316 | $102,604-67.5% | $86,188-61.3% | $139,434-76.1% |
| Participation rate | 76.9% | 74.5%+2.4pp | 69.0%+8.0pp | 80.3%-3.4pp |
| Annual return | 17.83% | 1922.51%-1904.7pp | 1168.45%-1150.6pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,044 | $3,032-65.6% | $2,380-56.2% | $4,751-78.0% |
| Participant deferral / active EE | $4,755 | $4,676+1.7% | $3,985+19.3% | $6,710-29.1% |
| Admin fee / account holder | $485 | $8,657-94.4% | $6,852-92.9% | $11,403-95.7% |