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 6-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 | $9,823 | $96,305-89.8% | $80,569-87.8% | $139,434-93.0% |
| Participation rate | 95.5% | 73.6%+21.8pp | 67.0%+28.5pp | 80.3%+15.1pp |
| Annual return | 19.32% | 1350.08%-1330.8pp | 935.43%-916.1pp | 372.94%-353.6pp |
| Employer contribution / active EE | $1,153 | $3,262-64.7% | $2,723-57.7% | $4,751-75.7% |
| Participant deferral / active EE | $5,933 | $5,232+13.4% | $4,447+33.4% | $6,710-11.6% |
| Admin fee / account holder | $1,235 | $6,599-81.3% | $5,377-77.0% | $11,403-89.2% |