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 5-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 | $9,937 | $88,751-88.8% | $81,812-87.9% | $145,922-93.2% |
| Participation rate | 85.0% | 75.0%+10.0pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | 10.28% | 1025.40%-1015.1pp | 773.79%-763.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,824 | $3,083-40.8% | $2,912-37.4% | $4,660-60.8% |
| Participant deferral / active EE | $3,159 | $4,643-32.0% | $4,319-26.9% | $6,688-52.8% |
| Admin fee / account holder | $3,477 | $8,415-58.7% | $7,386-52.9% | $13,397-74.0% |