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 | $19,439 | $72,400-73.2% | $67,502-71.2% | $145,922-86.7% |
| Participation rate | 87.5% | 76.9%+10.6pp | 72.9%+14.6pp | 80.3%+7.2pp |
| Annual return | 15.83% | 7182.46%-7166.6pp | 3512.12%-3496.3pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,468 | $3,069-52.2% | $2,731-46.2% | $4,660-68.5% |
| Participant deferral / active EE | $4,599 | $4,783-3.8% | $4,000+15.0% | $6,688-31.2% |
| Admin fee / account holder | $400 | $5,539-92.8% | $3,998-90.0% | $13,397-97.0% |