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 4-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 | $15,428 | $90,348-82.9% | $75,972-79.7% | $145,922-89.4% |
| Participation rate | 76.9% | 74.5%+2.5pp | 69.1%+7.9pp | 80.3%-3.4pp |
| Annual return | 160.29% | 620.88%-460.6pp | 359.55%-199.3pp | 561.29%-401.0pp |
| Employer contribution / active EE | $2,232 | $3,311-32.6% | $2,685-16.9% | $4,660-52.1% |
| Participant deferral / active EE | $2,760 | $5,162-46.5% | $4,255-35.1% | $6,688-58.7% |
| Admin fee / account holder | $2,326 | $8,467-72.5% | $6,467-64.0% | $13,397-82.6% |