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 | $4,381 | $29,660-85.2% | $56,411-92.2% | $80,856-94.6% |
| Participation rate | 89.4% | 41.6%+47.7pp | 52.5%+36.9pp | 67.6%+21.8pp |
| Annual return | 28.85% | 35.23%-6.4pp | 1701.33%-1672.5pp | 35.59%-6.7pp |
| Employer contribution / active EE | $610 | $669-8.9% | $1,039-41.3% | $2,755-77.9% |
| Participant deferral / active EE | $1,951 | $1,226+59.1% | $1,952-0.1% | $4,296-54.6% |
| Admin fee / account holder | $682 | $2,428-71.9% | $2,829-75.9% | $6,918-90.1% |