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 3-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 | $21,863 | $74,888-70.8% | $71,209-69.3% | $142,382-84.6% |
| Participation rate | 71.4% | 76.2%-4.8pp | 73.8%-2.3pp | 80.1%-8.7pp |
| Annual return | 320.09% | 345.14%-25.1pp | 282.51%+37.6pp | 217.08%+103.0pp |
| Employer contribution / active EE | $1,134 | $2,854-60.3% | $2,721-58.3% | $4,299-73.6% |
| Participant deferral / active EE | $1,969 | $4,454-55.8% | $4,175-52.8% | $6,507-69.7% |
| Admin fee / account holder | $702 | $5,568-87.4% | $5,349-86.9% | $12,624-94.4% |