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 3-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 | $17,302 | $70,756-75.5% | $65,493-73.6% | $142,382-87.8% |
| Participation rate | 83.3% | 77.4%+6.0pp | 73.1%+10.2pp | 80.1%+3.2pp |
| Annual return | 24.04% | 1754.89%-1730.9pp | 982.45%-958.4pp | 217.08%-193.0pp |
| Employer contribution / active EE | $864 | $2,881-70.0% | $2,574-66.4% | $4,299-79.9% |
| Participant deferral / active EE | $5,977 | $4,637+28.9% | $3,961+50.9% | $6,507-8.1% |
| Admin fee / account holder | $933 | $6,559-85.8% | $5,028-81.4% | $12,624-92.6% |