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 | $9,768 | $88,751-89.0% | $81,812-88.1% | $145,922-93.3% |
| Participation rate | 95.7% | 75.0%+20.6pp | 72.3%+23.3pp | 80.3%+15.4pp |
| Annual return | 12.01% | 1025.40%-1013.4pp | 773.79%-761.8pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,410 | $3,083-54.3% | $2,912-51.6% | $4,660-69.7% |
| Participant deferral / active EE | $965 | $4,643-79.2% | $4,319-77.6% | $6,688-85.6% |
| Admin fee / account holder | $737 | $8,415-91.2% | $7,386-90.0% | $13,397-94.5% |