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 | $26,261 | $70,756-62.9% | $65,493-59.9% | $142,382-81.6% |
| Participation rate | 90.5% | 77.4%+13.1pp | 73.1%+17.4pp | 80.1%+10.4pp |
| Annual return | 24.89% | 1754.89%-1730.0pp | 982.45%-957.6pp | 217.08%-192.2pp |
| Employer contribution / active EE | $1,172 | $2,881-59.3% | $2,574-54.5% | $4,299-72.7% |
| Participant deferral / active EE | $3,770 | $4,637-18.7% | $3,961-4.8% | $6,507-42.1% |
| Admin fee / account holder | $562 | $6,559-91.4% | $5,028-88.8% | $12,624-95.5% |