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 5-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 | $10,310 | $88,751-88.4% | $81,812-87.4% | $145,922-92.9% |
| Participation rate | 86.7% | 75.0%+11.6pp | 72.3%+14.3pp | 80.3%+6.4pp |
| Annual return | 14.22% | 1025.40%-1011.2pp | 773.79%-759.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,972 | $3,083-36.1% | $2,912-32.3% | $4,660-57.7% |
| Participant deferral / active EE | $2,958 | $4,643-36.3% | $4,319-31.5% | $6,688-55.8% |
| Admin fee / account holder | $3,449 | $8,415-59.0% | $7,386-53.3% | $13,397-74.3% |