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 10-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 | $12,710 | $100,852-87.4% | $90,404-85.9% | $158,922-92.0% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.7%+19.6pp | 82.0%+10.3pp |
| Annual return | 18.01% | 1724.20%-1706.2pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $903 | $3,689-75.5% | $3,262-72.3% | $4,761-81.0% |
| Participant deferral / active EE | $1,700 | $4,348-60.9% | $3,963-57.1% | $5,982-71.6% |
| Admin fee / account holder | $667 | $6,501-89.7% | $5,611-88.1% | $11,246-94.1% |