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 8-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 | $35,906 | $109,817-67.3% | $98,442-63.5% | $167,490-78.6% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 19.17% | 1956.69%-1937.5pp | 1492.73%-1473.6pp | 478.56%-459.4pp |
| Employer contribution / active EE | $5,035 | $3,224+56.2% | $2,960+70.1% | $4,837+4.1% |
| Participant deferral / active EE | $8,642 | $4,673+84.9% | $4,276+102.1% | $6,341+36.3% |
| Admin fee / account holder | $1,550 | $6,753-77.0% | $5,949-73.9% | $12,309-87.4% |