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 | $26,080 | $70,606-63.1% | $53,898-51.6% | $142,382-81.7% |
| Participation rate | 72.2% | 63.7%+8.5pp | 55.0%+17.3pp | 80.1%-7.9pp |
| Annual return | 17.94% | 619.81%-601.9pp | 528.60%-510.7pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,100 | $1,202+74.7% | $932+125.3% | $4,299-51.2% |
| Participant deferral / active EE | $5,557 | $2,364+135.1% | $1,826+204.3% | $6,507-14.6% |
| Admin fee / account holder | $644 | $2,852-77.4% | $2,491-74.1% | $12,624-94.9% |