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 | $8,080 | $96,635-91.6% | $86,612-90.7% | $139,434-94.2% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 106.64% | 106.41%+0.2pp | 591.07%-484.4pp | 372.94%-266.3pp |
| Employer contribution / active EE | $765 | $3,263-76.5% | $3,022-74.7% | $4,751-83.9% |
| Participant deferral / active EE | $3,351 | $4,836-30.7% | $4,438-24.5% | $6,710-50.1% |
| Admin fee / account holder | $6,510 | $6,408+1.6% | $5,614+16.0% | $11,403-42.9% |