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 8-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 | $9,497 | $53,516-82.3% | $126,539-92.5% | $84,808-88.8% |
| Participation rate | 96.7% | 58.2%+38.5pp | 69.8%+26.9pp | 68.3%+28.4pp |
| Annual return | 16.66% | 58.34%-41.7pp | 425.95%-409.3pp | 40.90%-24.2pp |
| Employer contribution / active EE | $326 | $1,535-78.8% | $3,674-91.1% | $2,631-87.6% |
| Participant deferral / active EE | $2,280 | $2,671-14.6% | $4,083-44.1% | $4,212-45.9% |
| Admin fee / account holder | $1,002 | $4,497-77.7% | $6,065-83.5% | $7,344-86.4% |