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 | $11,437 | $29,660-61.4% | $56,411-79.7% | $80,856-85.9% |
| Participation rate | 94.3% | 41.6%+52.6pp | 52.5%+41.8pp | 67.6%+26.6pp |
| Annual return | 13.05% | 35.23%-22.2pp | 1701.33%-1688.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $805 | $669+20.2% | $1,039-22.5% | $2,755-70.8% |
| Participant deferral / active EE | $2,123 | $1,226+73.2% | $1,952+8.8% | $4,296-50.6% |
| Admin fee / account holder | $1,025 | $2,428-57.8% | $2,829-63.7% | $6,918-85.2% |