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 4-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 | $16,759 | $96,305-82.6% | $80,569-79.2% | $139,434-88.0% |
| Participation rate | 83.3% | 73.6%+9.7pp | 67.0%+16.3pp | 80.3%+3.0pp |
| Annual return | 26.97% | 1350.08%-1323.1pp | 935.43%-908.5pp | 372.94%-346.0pp |
| Employer contribution / active EE | $1,292 | $3,262-60.4% | $2,723-52.6% | $4,751-72.8% |
| Participant deferral / active EE | $5,094 | $5,232-2.6% | $4,447+14.5% | $6,710-24.1% |
| Admin fee / account holder | $336 | $6,599-94.9% | $5,377-93.7% | $11,403-97.1% |