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 | $23,794 | $76,738-69.0% | $56,411-57.8% | $145,922-83.7% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 21.83% | 2994.23%-2972.4pp | 1701.33%-1679.5pp | 561.29%-539.5pp |
| Employer contribution / active EE | $3,325 | $1,380+141.0% | $1,039+220.1% | $4,660-28.6% |
| Participant deferral / active EE | $4,072 | $2,623+55.3% | $1,952+108.6% | $6,688-39.1% |
| Admin fee / account holder | $711 | $3,334-78.7% | $2,829-74.9% | $13,397-94.7% |