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 | $45,526 | $76,738-40.7% | $56,411-19.3% | $145,922-68.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 52.5%+22.5pp | 80.3%-5.3pp |
| Annual return | 10.97% | 2994.23%-2983.3pp | 1701.33%-1690.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $241 | $1,380-82.5% | $1,039-76.8% | $4,660-94.8% |
| Participant deferral / active EE | $2,353 | $2,623-10.3% | $1,952+20.6% | $6,688-64.8% |
| Admin fee / account holder | $348 | $3,334-89.6% | $2,829-87.7% | $13,397-97.4% |