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 | $8,144 | $96,635-91.6% | $86,612-90.6% | $139,434-94.2% |
| Participation rate | 76.5% | 74.4%+2.1pp | 71.7%+4.8pp | 80.3%-3.8pp |
| Annual return | 31.44% | 106.41%-75.0pp | 591.07%-559.6pp | 372.94%-341.5pp |
| Employer contribution / active EE | $1,262 | $3,263-61.3% | $3,022-58.3% | $4,751-73.4% |
| Participant deferral / active EE | $2,447 | $4,836-49.4% | $4,438-44.8% | $6,710-63.5% |
| Admin fee / account holder | $426 | $6,408-93.4% | $5,614-92.4% | $11,403-96.3% |