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 7-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 | $12,169 | $100,852-87.9% | $90,404-86.5% | $158,922-92.3% |
| Participation rate | 81.8% | 75.0%+6.8pp | 72.7%+9.1pp | 82.0%-0.1pp |
| Annual return | 17.82% | 1724.20%-1706.4pp | 1293.02%-1275.2pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,457 | $3,689-60.5% | $3,262-55.3% | $4,761-69.4% |
| Participant deferral / active EE | $3,362 | $4,348-22.7% | $3,963-15.2% | $5,982-43.8% |
| Admin fee / account holder | $4,086 | $6,501-37.1% | $5,611-27.2% | $11,246-63.7% |