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 | $18,293 | $90,348-79.8% | $75,972-75.9% | $145,922-87.5% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.1%+8.7pp | 80.3%-2.5pp |
| Annual return | 13.71% | 620.88%-607.2pp | 359.55%-345.8pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,189 | $3,311-64.1% | $2,685-55.7% | $4,660-74.5% |
| Participant deferral / active EE | $3,177 | $5,162-38.4% | $4,255-25.3% | $6,688-52.5% |
| Admin fee / account holder | $975 | $8,467-88.5% | $6,467-84.9% | $13,397-92.7% |