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 | $13,070 | $96,305-86.4% | $80,569-83.8% | $139,434-90.6% |
| Participation rate | 77.8% | 73.6%+4.1pp | 67.0%+10.8pp | 80.3%-2.5pp |
| Annual return | 23.22% | 1350.08%-1326.9pp | 935.43%-912.2pp | 372.94%-349.7pp |
| Employer contribution / active EE | $6,061 | $3,262+85.8% | $2,723+122.6% | $4,751+27.6% |
| Participant deferral / active EE | $4,368 | $5,232-16.5% | $4,447-1.8% | $6,710-34.9% |
| Admin fee / account holder | $752 | $6,599-88.6% | $5,377-86.0% | $11,403-93.4% |