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 9-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 | $9,830 | $70,756-86.1% | $65,493-85.0% | $142,382-93.1% |
| Participation rate | 95.2% | 77.4%+17.9pp | 73.1%+22.1pp | 80.1%+15.1pp |
| Annual return | 20.33% | 1754.89%-1734.6pp | 982.45%-962.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,252 | $2,881-21.8% | $2,574-12.5% | $4,299-47.6% |
| Participant deferral / active EE | $3,322 | $4,637-28.4% | $3,961-16.1% | $6,507-48.9% |
| Admin fee / account holder | $891 | $6,559-86.4% | $5,028-82.3% | $12,624-92.9% |