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 | $1,686 | $30,400-94.5% | $53,898-96.9% | $84,808-98.0% |
| Participation rate | 71.1% | 46.4%+24.6pp | 55.0%+16.1pp | 68.3%+2.7pp |
| Annual return | 21.20% | 500.19%-479.0pp | 528.60%-507.4pp | 40.90%-19.7pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $547 | $1,199-54.3% | $1,826-70.0% | $4,212-87.0% |
| Admin fee / account holder | $301 | $1,993-84.9% | $2,491-87.9% | $7,344-95.9% |