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 6-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 | $57,099 | $102,604-44.4% | $86,188-33.8% | $139,434-59.0% |
| Participation rate | 72.7% | 74.5%-1.8pp | 69.0%+3.8pp | 80.3%-7.6pp |
| Annual return | 19.38% | 1922.51%-1903.1pp | 1168.45%-1149.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $2,432 | $3,032-19.8% | $2,380+2.2% | $4,751-48.8% |
| Participant deferral / active EE | $10,215 | $4,676+118.5% | $3,985+156.3% | $6,710+52.2% |
| Admin fee / account holder | $4,959 | $8,657-42.7% | $6,852-27.6% | $11,403-56.5% |