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 4-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 | $13,644 | $30,400-55.1% | $53,898-74.7% | $84,808-83.9% |
| Participation rate | 87.9% | 46.4%+41.4pp | 55.0%+32.9pp | 68.3%+19.6pp |
| Annual return | 21.84% | 500.19%-478.4pp | 528.60%-506.8pp | 40.90%-19.1pp |
| Employer contribution / active EE | $781 | $603+29.6% | $932-16.2% | $2,631-70.3% |
| Participant deferral / active EE | $1,809 | $1,199+50.9% | $1,826-1.0% | $4,212-57.1% |
| Admin fee / account holder | $972 | $1,993-51.2% | $2,491-61.0% | $7,344-86.8% |