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 4-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 | $19,403 | $30,400-36.2% | $53,898-64.0% | $84,808-77.1% |
| Participation rate | 72.0% | 46.4%+25.6pp | 55.0%+17.0pp | 68.3%+3.7pp |
| Annual return | 23.89% | 500.19%-476.3pp | 528.60%-504.7pp | 40.90%-17.0pp |
| Employer contribution / active EE | $2,017 | $603+234.7% | $932+116.4% | $2,631-23.3% |
| Participant deferral / active EE | $2,036 | $1,199+69.8% | $1,826+11.5% | $4,212-51.7% |
| Admin fee / account holder | $815 | $1,993-59.1% | $2,491-67.3% | $7,344-88.9% |