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 | $13,832 | $70,756-80.5% | $65,493-78.9% | $142,382-90.3% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 15.64% | 1754.89%-1739.3pp | 982.45%-966.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $698 | $2,881-75.8% | $2,574-72.9% | $4,299-83.8% |
| Participant deferral / active EE | $1,810 | $4,637-61.0% | $3,961-54.3% | $6,507-72.2% |
| Admin fee / account holder | $370 | $6,559-94.4% | $5,028-92.6% | $12,624-97.1% |