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 | $8,953 | $30,400-70.5% | $53,898-83.4% | $84,808-89.4% |
| Participation rate | 90.9% | 46.4%+44.5pp | 55.0%+35.9pp | 68.3%+22.6pp |
| Annual return | 19.58% | 500.19%-480.6pp | 528.60%-509.0pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,804 | $603+199.2% | $932+93.5% | $2,631-31.4% |
| Participant deferral / active EE | $826 | $1,199-31.1% | $1,826-54.8% | $4,212-80.4% |
| Admin fee / account holder | $914 | $1,993-54.1% | $2,491-63.3% | $7,344-87.5% |