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 | $31,143 | $100,852-69.1% | $90,404-65.6% | $158,922-80.4% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 16.09% | 1724.20%-1708.1pp | 1293.02%-1276.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,810 | $3,689-50.9% | $3,262-44.5% | $4,761-62.0% |
| Participant deferral / active EE | $3,991 | $4,348-8.2% | $3,963+0.7% | $5,982-33.3% |
| Admin fee / account holder | $658 | $6,501-89.9% | $5,611-88.3% | $11,246-94.1% |