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 6-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 | $12,683 | $96,635-86.9% | $86,612-85.4% | $139,434-90.9% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 20.91% | 106.41%-85.5pp | 591.07%-570.2pp | 372.94%-352.0pp |
| Employer contribution / active EE | $906 | $3,263-72.2% | $3,022-70.0% | $4,751-80.9% |
| Participant deferral / active EE | $5,613 | $4,836+16.1% | $4,438+26.5% | $6,710-16.3% |
| Admin fee / account holder | $891 | $6,408-86.1% | $5,614-84.1% | $11,403-92.2% |