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 8-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 | $30,576 | $96,305-68.3% | $80,569-62.1% | $139,434-78.1% |
| Participation rate | 87.5% | 73.6%+13.9pp | 67.0%+20.5pp | 80.3%+7.2pp |
| Annual return | 18.34% | 1350.08%-1331.7pp | 935.43%-917.1pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,682 | $3,262-48.4% | $2,723-38.2% | $4,751-64.6% |
| Participant deferral / active EE | $4,773 | $5,232-8.8% | $4,447+7.3% | $6,710-28.9% |
| Admin fee / account holder | $3,495 | $6,599-47.0% | $5,377-35.0% | $11,403-69.3% |