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 | $17,195 | $30,400-43.4% | $53,898-68.1% | $84,808-79.7% |
| Participation rate | 85.7% | 46.4%+39.3pp | 55.0%+30.8pp | 68.3%+17.4pp |
| Annual return | 20.70% | 500.19%-479.5pp | 528.60%-507.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,248 | $603+272.9% | $932+141.1% | $2,631-14.6% |
| Participant deferral / active EE | $4,457 | $1,199+271.9% | $1,826+144.1% | $4,212+5.8% |
| Admin fee / account holder | $3,755 | $1,993+88.4% | $2,491+50.7% | $7,344-48.9% |