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 | $5,714 | $30,400-81.2% | $53,898-89.4% | $84,808-93.3% |
| Participation rate | 88.9% | 46.4%+42.4pp | 55.0%+33.9pp | 68.3%+20.6pp |
| Annual return | 21.98% | 500.19%-478.2pp | 528.60%-506.6pp | 40.90%-18.9pp |
| Employer contribution / active EE | $1,143 | $603+89.6% | $932+22.6% | $2,631-56.6% |
| Participant deferral / active EE | $1,811 | $1,199+51.1% | $1,826-0.8% | $4,212-57.0% |
| Admin fee / account holder | $404 | $1,993-79.7% | $2,491-83.8% | $7,344-94.5% |