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 7-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 | $20,518 | $70,756-71.0% | $65,493-68.7% | $142,382-85.6% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 21.39% | 1754.89%-1733.5pp | 982.45%-961.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $2,712 | $2,881-5.9% | $2,574+5.3% | $4,299-36.9% |
| Participant deferral / active EE | $1,432 | $4,637-69.1% | $3,961-63.9% | $6,507-78.0% |
| Admin fee / account holder | $888 | $6,559-86.5% | $5,028-82.3% | $12,624-93.0% |