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 | $8,146 | $96,635-91.6% | $86,612-90.6% | $139,434-94.2% |
| Participation rate | 91.7% | 74.4%+17.3pp | 71.7%+20.0pp | 80.3%+11.3pp |
| Annual return | 20.52% | 106.41%-85.9pp | 591.07%-570.6pp | 372.94%-352.4pp |
| Employer contribution / active EE | $1,082 | $3,263-66.8% | $3,022-64.2% | $4,751-77.2% |
| Participant deferral / active EE | $1,251 | $4,836-74.1% | $4,438-71.8% | $6,710-81.4% |
| Admin fee / account holder | $531 | $6,408-91.7% | $5,614-90.5% | $11,403-95.3% |