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 | $4,521 | $70,606-93.6% | $53,898-91.6% | $142,382-96.8% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.52% | 619.81%-607.3pp | 528.60%-516.1pp | 217.08%-204.6pp |
| Employer contribution / active EE | $1,200 | $1,202-0.2% | $932+28.7% | $4,299-72.1% |
| Participant deferral / active EE | $1,351 | $2,364-42.9% | $1,826-26.0% | $6,507-79.2% |
| Admin fee / account holder | $552 | $2,852-80.7% | $2,491-77.9% | $12,624-95.6% |