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 | $24,183 | $88,751-72.8% | $81,812-70.4% | $145,922-83.4% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 12.17% | 1025.40%-1013.2pp | 773.79%-761.6pp | 561.29%-549.1pp |
| Employer contribution / active EE | $1,506 | $3,083-51.2% | $2,912-48.3% | $4,660-67.7% |
| Participant deferral / active EE | $2,261 | $4,643-51.3% | $4,319-47.6% | $6,688-66.2% |
| Admin fee / account holder | $927 | $8,415-89.0% | $7,386-87.5% | $13,397-93.1% |