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 | $4,207 | $88,751-95.3% | $81,812-94.9% | $145,922-97.1% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 14.07% | 1025.40%-1011.3pp | 773.79%-759.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $790 | $3,083-74.4% | $2,912-72.9% | $4,660-83.1% |
| Participant deferral / active EE | $936 | $4,643-79.8% | $4,319-78.3% | $6,688-86.0% |
| Admin fee / account holder | $367 | $8,415-95.6% | $7,386-95.0% | $13,397-97.3% |