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 | $6,509 | $70,606-90.8% | $53,898-87.9% | $142,382-95.4% |
| Participation rate | 76.9% | 63.7%+13.2pp | 55.0%+22.0pp | 80.1%-3.2pp |
| Annual return | 20.50% | 619.81%-599.3pp | 528.60%-508.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $601 | $1,202-50.0% | $932-35.5% | $4,299-86.0% |
| Participant deferral / active EE | $1,261 | $2,364-46.7% | $1,826-31.0% | $6,507-80.6% |
| Admin fee / account holder | $803 | $2,852-71.8% | $2,491-67.7% | $12,624-93.6% |