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 | $13,113 | $99,020-86.8% | $86,590-84.9% | $147,584-91.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.13% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,423 | $3,132-54.6% | $2,839-49.9% | $4,876-70.8% |
| Participant deferral / active EE | $1,657 | $3,972-58.3% | $3,609-54.1% | $5,439-69.5% |
| Admin fee / account holder | $338 | $5,710-94.1% | $4,906-93.1% | $10,885-96.9% |