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 | $21,537 | $102,604-79.0% | $86,188-75.0% | $139,434-84.6% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.0%+23.9pp | 80.3%+12.5pp |
| Annual return | 16.24% | 1922.51%-1906.3pp | 1168.45%-1152.2pp | 372.94%-356.7pp |
| Employer contribution / active EE | $1,760 | $3,032-42.0% | $2,380-26.1% | $4,751-63.0% |
| Participant deferral / active EE | $6,446 | $4,676+37.9% | $3,985+61.7% | $6,710-3.9% |
| Admin fee / account holder | $602 | $8,657-93.0% | $6,852-91.2% | $11,403-94.7% |