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 4-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 | $7,693 | $27,915-72.4% | $58,482-86.8% | $75,163-89.8% |
| Participation rate | 71.7% | 38.8%+32.9pp | 50.9%+20.9pp | 67.2%+4.5pp |
| Annual return | 29.26% | 44.20%-14.9pp | 4239.32%-4210.1pp | 160.62%-131.4pp |
| Employer contribution / active EE | $1,281 | $669+91.5% | $1,053+21.7% | $2,670-52.0% |
| Participant deferral / active EE | $1,860 | $1,201+54.8% | $1,924-3.3% | $4,125-54.9% |
| Admin fee / account holder | $398 | $1,726-76.9% | $2,516-84.2% | $5,651-92.9% |