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 3-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 | $4,563 | $30,400-85.0% | $53,898-91.5% | $84,808-94.6% |
| Participation rate | 78.6% | 46.4%+32.1pp | 55.0%+23.6pp | 68.3%+10.3pp |
| Annual return | 29.06% | 500.19%-471.1pp | 528.60%-499.5pp | 40.90%-11.8pp |
| Employer contribution / active EE | $1,110 | $603+84.1% | $932+19.1% | $2,631-57.8% |
| Participant deferral / active EE | $1,778 | $1,199+48.3% | $1,826-2.7% | $4,212-57.8% |
| Admin fee / account holder | $1,014 | $1,993-49.1% | $2,491-59.3% | $7,344-86.2% |