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 | $18,986 | $100,852-81.2% | $90,404-79.0% | $158,922-88.1% |
| Participation rate | 78.9% | 75.0%+3.9pp | 72.7%+6.3pp | 82.0%-3.0pp |
| Annual return | 24.54% | 1724.20%-1699.7pp | 1293.02%-1268.5pp | 302.83%-278.3pp |
| Employer contribution / active EE | $1,981 | $3,689-46.3% | $3,262-39.3% | $4,761-58.4% |
| Participant deferral / active EE | $4,909 | $4,348+12.9% | $3,963+23.9% | $5,982-17.9% |
| Admin fee / account holder | $380 | $6,501-94.2% | $5,611-93.2% | $11,246-96.6% |