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 | $4,505 | $70,606-93.6% | $53,898-91.6% | $142,382-96.8% |
| Participation rate | 88.9% | 63.7%+25.2pp | 55.0%+33.9pp | 80.1%+8.8pp |
| Annual return | 8.70% | 619.81%-611.1pp | 528.60%-519.9pp | 217.08%-208.4pp |
| Employer contribution / active EE | $541 | $1,202-55.0% | $932-42.0% | $4,299-87.4% |
| Participant deferral / active EE | $843 | $2,364-64.4% | $1,826-53.9% | $6,507-87.1% |
| Admin fee / account holder | $658 | $2,852-76.9% | $2,491-73.6% | $12,624-94.8% |