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 | $13,735 | $30,400-54.8% | $53,898-74.5% | $84,808-83.8% |
| Participation rate | 86.8% | 46.4%+40.3pp | 55.0%+31.8pp | 68.3%+18.5pp |
| Annual return | 17.75% | 500.19%-482.4pp | 528.60%-510.9pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,217 | $1,199+168.4% | $1,826+76.1% | $4,212-23.6% |
| Admin fee / account holder | $2,537 | $1,993+27.3% | $2,491+1.9% | $7,344-65.5% |