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 | $8,669 | $27,915-68.9% | $58,482-85.2% | $75,163-88.5% |
| Participation rate | 93.2% | 38.8%+54.3pp | 50.9%+42.3pp | 67.2%+26.0pp |
| Annual return | 20.12% | 44.20%-24.1pp | 4239.32%-4219.2pp | 160.62%-140.5pp |
| Employer contribution / active EE | $923 | $669+38.0% | $1,053-12.3% | $2,670-65.4% |
| Participant deferral / active EE | $2,388 | $1,201+98.8% | $1,924+24.1% | $4,125-42.1% |
| Admin fee / account holder | $573 | $1,726-66.8% | $2,516-77.2% | $5,651-89.9% |