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 9-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 | $11,767 | $81,625-85.6% | $58,482-79.9% | $139,434-91.6% |
| Participation rate | 82.4% | 61.3%+21.0pp | 50.9%+31.5pp | 80.3%+2.0pp |
| Annual return | 17.63% | 7404.20%-7386.6pp | 4239.32%-4221.7pp | 372.94%-355.3pp |
| Employer contribution / active EE | $737 | $1,398-47.3% | $1,053-30.0% | $4,751-84.5% |
| Participant deferral / active EE | $2,425 | $2,557-5.1% | $1,924+26.0% | $6,710-63.9% |
| Admin fee / account holder | $2,700 | $3,265-17.3% | $2,516+7.3% | $11,403-76.3% |