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 7-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 | $8,655 | $34,308-74.8% | $74,701-88.4% | $72,985-88.1% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 184.98% | 26.58%+158.4pp | 752.92%-567.9pp | 81.00%+104.0pp |
| Employer contribution / active EE | $1,602 | $692+131.7% | $1,084+47.9% | $2,440-34.3% |
| Participant deferral / active EE | $3,584 | $1,271+181.9% | $1,964+82.5% | $3,607-0.6% |
| Admin fee / account holder | $465 | $2,124-78.1% | $3,333-86.0% | $5,124-90.9% |