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 | $11,778 | $84,402-86.0% | $61,373-80.8% | $134,475-91.2% |
| Participation rate | 95.5% | 62.2%+33.3pp | 52.6%+42.9pp | 81.2%+14.2pp |
| Annual return | -20.41% | 584.55%-605.0pp | 338.61%-359.0pp | 417.96%-438.4pp |
| Employer contribution / active EE | $952 | $1,544-38.3% | $1,159-17.9% | $4,740-79.9% |
| Participant deferral / active EE | $3,569 | $2,819+26.6% | $2,125+68.0% | $6,400-44.2% |
| Admin fee / account holder | $560 | $2,585-78.3% | $2,130-73.7% | $11,426-95.1% |