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 | $9,089 | $70,756-87.2% | $65,493-86.1% | $142,382-93.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 23.09% | 1754.89%-1731.8pp | 982.45%-959.4pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,431 | $2,881-50.3% | $2,574-44.4% | $4,299-66.7% |
| Participant deferral / active EE | $1,587 | $4,637-65.8% | $3,961-59.9% | $6,507-75.6% |
| Admin fee / account holder | $973 | $6,559-85.2% | $5,028-80.6% | $12,624-92.3% |