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 | $14,395 | $49,922-71.2% | $80,569-82.1% | $75,163-80.8% |
| Participation rate | 92.6% | 55.3%+37.3pp | 67.0%+25.6pp | 67.2%+25.5pp |
| Annual return | 24.31% | 34.69%-10.4pp | 935.43%-911.1pp | 160.62%-136.3pp |
| Employer contribution / active EE | $1,940 | $1,698+14.2% | $2,723-28.8% | $2,670-27.3% |
| Participant deferral / active EE | $4,094 | $2,990+36.9% | $4,447-7.9% | $4,125-0.8% |
| Admin fee / account holder | $921 | $3,577-74.3% | $5,377-82.9% | $5,651-83.7% |