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 6-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 | $16,019 | $70,606-77.3% | $53,898-70.3% | $142,382-88.7% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 21.21% | 619.81%-598.6pp | 528.60%-507.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,143 | $1,202-4.9% | $932+22.6% | $4,299-73.4% |
| Participant deferral / active EE | $1,949 | $2,364-17.5% | $1,826+6.7% | $6,507-70.0% |
| Admin fee / account holder | $1,710 | $2,852-40.0% | $2,491-31.4% | $12,624-86.5% |