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 7-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 | $26,902 | $102,604-73.8% | $86,188-68.8% | $139,434-80.7% |
| Participation rate | 93.3% | 74.5%+18.8pp | 69.0%+24.4pp | 80.3%+13.0pp |
| Annual return | 11.95% | 1922.51%-1910.6pp | 1168.45%-1156.5pp | 372.94%-361.0pp |
| Employer contribution / active EE | $815 | $3,032-73.1% | $2,380-65.7% | $4,751-82.8% |
| Participant deferral / active EE | $3,483 | $4,676-25.5% | $3,985-12.6% | $6,710-48.1% |
| Admin fee / account holder | $631 | $8,657-92.7% | $6,852-90.8% | $11,403-94.5% |