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 3-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 | $4,179 | $88,751-95.3% | $81,812-94.9% | $145,922-97.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.3%+16.5pp | 80.3%+8.6pp |
| Annual return | 21.95% | 1025.40%-1003.5pp | 773.79%-751.8pp | 561.29%-539.3pp |
| Employer contribution / active EE | $999 | $3,083-67.6% | $2,912-65.7% | $4,660-78.6% |
| Participant deferral / active EE | $2,501 | $4,643-46.1% | $4,319-42.1% | $6,688-62.6% |
| Admin fee / account holder | $347 | $8,415-95.9% | $7,386-95.3% | $13,397-97.4% |