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 9-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 | $19,483 | $70,756-72.5% | $65,493-70.3% | $142,382-86.3% |
| Participation rate | 95.7% | 77.4%+18.3pp | 73.1%+22.6pp | 80.1%+15.5pp |
| Annual return | 17.40% | 1754.89%-1737.5pp | 982.45%-965.0pp | 217.08%-199.7pp |
| Employer contribution / active EE | $2,215 | $2,881-23.1% | $2,574-14.0% | $4,299-48.5% |
| Participant deferral / active EE | $4,024 | $4,637-13.2% | $3,961+1.6% | $6,507-38.2% |
| Admin fee / account holder | $469 | $6,559-92.9% | $5,028-90.7% | $12,624-96.3% |