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 4-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 | $15,079 | $76,738-80.4% | $56,411-73.3% | $145,922-89.7% |
| Participation rate | 91.7% | 63.2%+28.5pp | 52.5%+39.2pp | 80.3%+11.4pp |
| Annual return | 13.64% | 2994.23%-2980.6pp | 1701.33%-1687.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,233 | $1,380-10.7% | $1,039+18.7% | $4,660-73.5% |
| Participant deferral / active EE | $4,931 | $2,623+88.0% | $1,952+152.6% | $6,688-26.3% |
| Admin fee / account holder | $464 | $3,334-86.1% | $2,829-83.6% | $13,397-96.5% |