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 7-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 | $28,741 | $30,400-5.5% | $53,898-46.7% | $84,808-66.1% |
| Participation rate | 94.7% | 46.4%+48.3pp | 55.0%+39.8pp | 68.3%+26.4pp |
| Annual return | 24.87% | 500.19%-475.3pp | 528.60%-503.7pp | 40.90%-16.0pp |
| Employer contribution / active EE | $3,855 | $603+539.7% | $932+313.6% | $2,631+46.5% |
| Participant deferral / active EE | $2,089 | $1,199+74.3% | $1,826+14.4% | $4,212-50.4% |
| Admin fee / account holder | $1,147 | $1,993-42.4% | $2,491-53.9% | $7,344-84.4% |