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 | $27,331 | $70,756-61.4% | $65,493-58.3% | $142,382-80.8% |
| Participation rate | 70.6% | 77.4%-6.8pp | 73.1%-2.5pp | 80.1%-9.5pp |
| Annual return | 16.43% | 1754.89%-1738.5pp | 982.45%-966.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $1,079 | $2,881-62.6% | $2,574-58.1% | $4,299-74.9% |
| Participant deferral / active EE | $3,351 | $4,637-27.7% | $3,961-15.4% | $6,507-48.5% |
| Admin fee / account holder | $890 | $6,559-86.4% | $5,028-82.3% | $12,624-92.9% |