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 | $2,866 | $30,400-90.6% | $53,898-94.7% | $84,808-96.6% |
| Participation rate | 94.4% | 46.4%+48.0pp | 55.0%+39.5pp | 68.3%+26.1pp |
| Annual return | 14.99% | 500.19%-485.2pp | 528.60%-513.6pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,587 | $1,199+32.4% | $1,826-13.1% | $4,212-62.3% |
| Admin fee / account holder | $727 | $1,993-63.5% | $2,491-70.8% | $7,344-90.1% |