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 | $27,468 | $96,635-71.6% | $86,612-68.3% | $139,434-80.3% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 28.12% | 106.41%-78.3pp | 591.07%-563.0pp | 372.94%-344.8pp |
| Employer contribution / active EE | $1,342 | $3,263-58.9% | $3,022-55.6% | $4,751-71.8% |
| Participant deferral / active EE | $4,438 | $4,836-8.2% | $4,4380% | $6,710-33.9% |
| Admin fee / account holder | $1,542 | $6,408-75.9% | $5,614-72.5% | $11,403-86.5% |