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 | $35,486 | $81,625-56.5% | $58,482-39.3% | $139,434-74.5% |
| Participation rate | 85.7% | 61.3%+24.4pp | 50.9%+34.9pp | 80.3%+5.4pp |
| Annual return | 10.42% | 7404.20%-7393.8pp | 4239.32%-4228.9pp | 372.94%-362.5pp |
| Employer contribution / active EE | $3,419 | $1,398+144.5% | $1,053+224.6% | $4,751-28.0% |
| Participant deferral / active EE | $4,400 | $2,557+72.1% | $1,924+128.7% | $6,710-34.4% |
| Admin fee / account holder | $453 | $3,265-86.1% | $2,516-82.0% | $11,403-96.0% |