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 4-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 | $14,395 | $158,398-90.9% | $126,539-88.6% | $142,382-89.9% |
| Participation rate | 73.3% | 75.8%-2.5pp | 69.8%+3.5pp | 80.1%-6.8pp |
| Annual return | 17.65% | 593.76%-576.1pp | 425.95%-408.3pp | 217.08%-199.4pp |
| Employer contribution / active EE | $776 | $4,650-83.3% | $3,674-78.9% | $4,299-82.0% |
| Participant deferral / active EE | $1,378 | $4,767-71.1% | $4,083-66.3% | $6,507-78.8% |
| Admin fee / account holder | $807 | $6,918-88.3% | $6,065-86.7% | $12,624-93.6% |