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 6-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 | $11,837 | $70,756-83.3% | $65,493-81.9% | $142,382-91.7% |
| Participation rate | 90.9% | 77.4%+13.5pp | 73.1%+17.8pp | 80.1%+10.8pp |
| Annual return | 18.81% | 1754.89%-1736.1pp | 982.45%-963.6pp | 217.08%-198.3pp |
| Employer contribution / active EE | $828 | $2,881-71.3% | $2,574-67.8% | $4,299-80.7% |
| Participant deferral / active EE | $1,844 | $4,637-60.2% | $3,961-53.4% | $6,507-71.7% |
| Admin fee / account holder | $677 | $6,559-89.7% | $5,028-86.5% | $12,624-94.6% |