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 | $4,944 | $70,606-93.0% | $53,898-90.8% | $142,382-96.5% |
| Participation rate | 78.6% | 63.7%+14.9pp | 55.0%+23.6pp | 80.1%-1.5pp |
| Annual return | 16.95% | 619.81%-602.9pp | 528.60%-511.7pp | 217.08%-200.1pp |
| Employer contribution / active EE | $277 | $1,202-77.0% | $932-70.3% | $4,299-93.6% |
| Participant deferral / active EE | $560 | $2,364-76.3% | $1,826-69.3% | $6,507-91.4% |
| Admin fee / account holder | $567 | $2,852-80.1% | $2,491-77.2% | $12,624-95.5% |