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 | $5,077 | $84,402-94.0% | $61,373-91.7% | $134,475-96.2% |
| Participation rate | 90.0% | 62.2%+27.8pp | 52.6%+37.4pp | 81.2%+8.8pp |
| Annual return | -6.73% | 584.55%-591.3pp | 338.61%-345.3pp | 417.96%-424.7pp |
| Employer contribution / active EE | $453 | $1,544-70.7% | $1,159-60.9% | $4,740-90.4% |
| Participant deferral / active EE | $2,509 | $2,819-11.0% | $2,125+18.1% | $6,400-60.8% |
| Admin fee / account holder | $349 | $2,585-86.5% | $2,130-83.6% | $11,426-96.9% |