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 | $9,163 | $70,606-87.0% | $53,898-83.0% | $142,382-93.6% |
| Participation rate | 80.0% | 63.7%+16.3pp | 55.0%+25.0pp | 80.1%-0.1pp |
| Annual return | 21.59% | 619.81%-598.2pp | 528.60%-507.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $6,766 | $1,202+462.8% | $932+625.9% | $4,299+57.4% |
| Participant deferral / active EE | $1,155 | $2,364-51.1% | $1,826-36.7% | $6,507-82.2% |
| Admin fee / account holder | $7,730 | $2,852+171.1% | $2,491+210.3% | $12,624-38.8% |