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 | $4,078 | $70,606-94.2% | $53,898-92.4% | $142,382-97.1% |
| Participation rate | 71.4% | 63.7%+7.7pp | 55.0%+16.5pp | 80.1%-8.7pp |
| Annual return | 19.00% | 619.81%-600.8pp | 528.60%-509.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $220 | $1,202-81.7% | $932-76.4% | $4,299-94.9% |
| Participant deferral / active EE | $677 | $2,364-71.4% | $1,826-62.9% | $6,507-89.6% |
| Admin fee / account holder | $551 | $2,852-80.7% | $2,491-77.9% | $12,624-95.6% |