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 3-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 | $10,291 | $70,606-85.4% | $53,898-80.9% | $142,382-92.8% |
| Participation rate | 90.9% | 63.7%+27.2pp | 55.0%+35.9pp | 80.1%+10.8pp |
| Annual return | 15.98% | 619.81%-603.8pp | 528.60%-512.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,414 | $1,202+17.6% | $932+51.7% | $4,299-67.1% |
| Participant deferral / active EE | $2,246 | $2,364-5.0% | $1,826+23.0% | $6,507-65.5% |
| Admin fee / account holder | $534 | $2,852-81.3% | $2,491-78.6% | $12,624-95.8% |