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 | $3,478 | $70,606-95.1% | $53,898-93.5% | $142,382-97.6% |
| Participation rate | 76.5% | 63.7%+12.8pp | 55.0%+21.5pp | 80.1%-3.6pp |
| Annual return | 21.85% | 619.81%-598.0pp | 528.60%-506.8pp | 217.08%-195.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,050 | $2,364-55.6% | $1,826-42.5% | $6,507-83.9% |
| Admin fee / account holder | $398 | $2,852-86.1% | $2,491-84.0% | $12,624-96.8% |