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 | $7,318 | $96,635-92.4% | $86,612-91.6% | $139,434-94.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 33.09% | 106.41%-73.3pp | 591.07%-558.0pp | 372.94%-339.8pp |
| Employer contribution / active EE | $2,183 | $3,263-33.1% | $3,022-27.8% | $4,751-54.1% |
| Participant deferral / active EE | $2,946 | $4,836-39.1% | $4,438-33.6% | $6,710-56.1% |
| Admin fee / account holder | $1,183 | $6,408-81.5% | $5,614-78.9% | $11,403-89.6% |