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 3-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 | $5,346 | $88,751-94.0% | $81,812-93.5% | $145,922-96.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.3%+11.0pp | 80.3%+3.1pp |
| Annual return | 11.65% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $970 | $3,083-68.5% | $2,912-66.7% | $4,660-79.2% |
| Participant deferral / active EE | $2,578 | $4,643-44.5% | $4,319-40.3% | $6,688-61.5% |
| Admin fee / account holder | $414 | $8,415-95.1% | $7,386-94.4% | $13,397-96.9% |