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 | $8,254 | $30,400-72.8% | $53,898-84.7% | $84,808-90.3% |
| Participation rate | 80.5% | 46.4%+34.0pp | 55.0%+25.5pp | 68.3%+12.2pp |
| Annual return | 24.25% | 500.19%-475.9pp | 528.60%-504.4pp | 40.90%-16.6pp |
| Employer contribution / active EE | $901 | $603+49.4% | $932-3.4% | $2,631-65.8% |
| Participant deferral / active EE | $2,146 | $1,199+79.1% | $1,826+17.5% | $4,212-49.0% |
| Admin fee / account holder | $867 | $1,993-56.5% | $2,491-65.2% | $7,344-88.2% |