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 5-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 | $17,231 | $30,400-43.3% | $53,898-68.0% | $84,808-79.7% |
| Participation rate | 70.3% | 46.4%+23.8pp | 55.0%+15.3pp | 68.3%+2.0pp |
| Annual return | 21.54% | 500.19%-478.6pp | 528.60%-507.1pp | 40.90%-19.4pp |
| Employer contribution / active EE | $954 | $603+58.2% | $932+2.3% | $2,631-63.8% |
| Participant deferral / active EE | $2,798 | $1,199+133.4% | $1,826+53.2% | $4,212-33.6% |
| Admin fee / account holder | $3,628 | $1,993+82.0% | $2,491+45.6% | $7,344-50.6% |