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 10-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 | $9,768 | $57,281-82.9% | $86,612-88.7% | $75,163-87.0% |
| Participation rate | 75.0% | 63.2%+11.8pp | 71.7%+3.3pp | 67.2%+7.8pp |
| Annual return | 19.83% | 2670.75%-2650.9pp | 591.07%-571.2pp | 160.62%-140.8pp |
| Employer contribution / active EE | $990 | $2,314-57.2% | $3,022-67.2% | $2,670-62.9% |
| Participant deferral / active EE | $1,731 | $3,318-47.8% | $4,438-61.0% | $4,125-58.0% |
| Admin fee / account holder | $1,341 | $4,112-67.4% | $5,614-76.1% | $5,651-76.3% |